AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JG

Janet L. Gerlings

MANA FINANCIAL LIFE DESIGN
Glendale, CA
Some features on this profile are disabled
CRD#: 6721739
JG

Professional summary

Janet Lynn Gerlings, CFP® is a registered financial advisor currently at MANA FINANCIAL LIFE DESIGN located in Glendale, California.

Janet is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Janet has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janet Lynn Gerlings's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

June 16, 2023 - Present

MANA FINANCIAL LIFE DESIGN

RIA
CRD#: 298277
Glendale, CA
Past

November 9, 2016 - May 11, 2023

FOOTHILLS FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC

RIA
CRD#: 147270
PHOENIX, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(6/16/2023)

Exams

Current Firm

MANA FINANCIAL LIFE DESIGN
MANA FINANCIAL LIFE DESIGN
MANA | MANA FLD | MANA FINANCIAL LIFE DESIGN, LLC | MANA FINANCIAL LIFE DESIGN

CRD#: 298277 / SEC#:

California
Registered Investment Advisory firm - (8/21/2018 Approved)
New York
Registered Investment Advisory firm - (10/6/2021 Approved)
Texas
Registered Investment Advisory firm - (8/15/2019 Conditional Restricted)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Glendale, CA
Mailing Address
Phone number
(412) 721-3443
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts402
AUM (Assets Under Management)$ 66,646,864

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MANA FINANCIAL LIFE DESIGN

MANA FINANCIAL LIFE DESIGN

CRD#: 298277Glendale, CA

TRUST BUT VERIFY

Monitor Janet Gerlings

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.