Kevin P. Gerbers

GRADIENT ADVISORS

San Antonio, TX 78258

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CRD#: 6831402

Professional summary

Kevin Patrick Gerbers is a registered financial advisor currently at GRADIENT ADVISORS, LLC located in San Antonio, Texas.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Kevin has worked at 3 firms and has passed the Series 65 exam.

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.

1. PINNACLE STRATEGIC WEALTH INC.; INVESTMENT-RELATED; 18618 Tuscany Stone #200 San Antonio TX 78258; INSURANCE SALES AND SERVICE;PRESIDENT; INVESTMEANT ADVISOR REPRESENTATIVE; 2/2019; 80 HOURS PER MONTH; 60 HOURS PER MONTH DURING TRADING; ADVISORY AND INSURANCE SERVICES 2. AFEA; Investment-Related; 18618 Tuscany Stone #200 San Antonio TX 78258; Financial Education; President; Presenter; 01/2024; 6hrs/mo; 0hrs/mo during trading; Financial Education Classes

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Patrick Gerbers's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 1, 2022 - Present

GRADIENT ADVISORS, LLC

Office #1: 18618 Tuscany Stone Suite 200, San Antonio, TX 78258

RIA

CRD#: 152665

San Antonio, TX

Past

February 26, 2019 - October 31, 2022

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

SAN ANTONIO, TX

Past

February 13, 2018 - December 17, 2018

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

ELIZABETHTOWN, KY

Past

August 16, 2017 - May 2, 2018

REGAL INVESTMENT ADVISORS LLC

RIA

CRD#: 125004

Elizabethtown, KY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GRADIENT ADVISORS, LLC

CRD#: 152665 / SEC#: 801-71000

RIA

Registered Investment Advisory firm - (2/10/2010 Approved)

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

Minnesota
(11/1/2022)

IAR

Texas
(11/1/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/16/2017

Uniform Investment Adviser Law Examination

Current Firm

GRADIENT ADVISORS, LLC

CRD#: 152665 / SEC#: 801-71000

RIA

Registered Investment Advisory firm - (2/10/2010 Approved)

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Contact information

Main Address

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126

Mailing Address

Phone number

(877) 885-0508

Established

Firm type

Fiscal year end

# of Employees

169

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A AND 2B 10-2025 (10/21/2025)

Regulatory assets under management

Total Number of Accounts	3,222
AUM (Assets Under Management)	$ 218,611,410

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.

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Kevin P. Gerbers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Patrick Gerbers's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRADIENT ADVISORS, LLC

AE WEALTH MANAGEMENT, LLC

AE WEALTH MANAGEMENT, LLC

REGAL INVESTMENT ADVISORS LLC

Primary Firm SEC Registration

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/16/2017

Current Firm

GRADIENT ADVISORS, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRADIENT ADVISORS, LLC

TRUST BUT VERIFY

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