Michael D. Gebhardt

STERLING RETIREMENT GROUP OF SACRAMENTO

Roseville, CA 95678

Some features on this profile are disabled

CRD#: 7086494

Professional summary

Michael Don Gebhardt JR, who also goes by Mike D Gebhardt Jr, Michael Gebhardt, Jr, is a registered financial advisor currently at STERLING RETIREMENT GROUP OF SACRAMENTO located in Roseville, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Michael has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mike D Gebhardt Jr | Michael Gebhardt, Jr

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.

LICENSED INSURANCE AGENT (LIFE, ACCIDENT & HEALTH); INVESTMENT RELATED; INSURANCE SALES; TIME SPENT: 20 HRS/MTH AND 20 DURING TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Don Gebhardt JR'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

March 18, 2019 - Present

STERLING RETIREMENT GROUP OF SACRAMENTO

Office #1: 300 Harding Blvd #115, Roseville, CA 95678

RIA

CRD#: 168397

Roseville, CA

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".

STERLING RETIREMENT GROUP OF SACRAMENTO

STERLING ADVISORS INC. | STERLING RETIREMENT GROUP OF SACRAMENTO INC. | STERLING RETIREMENT GROUP OF SACRAMENTO

CRD#: 168397 / SEC#: 801-127819

RIA

Registered Investment Advisory firm - (5/19/2023 Approved)

California

Registered Investment Advisory firm - (3/27/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(3/18/2019)

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: 3/8/2019

Uniform Investment Adviser Law Examination

Current Firm

STERLING RETIREMENT GROUP OF SACRAMENTO

STERLING ADVISORS INC. | STERLING RETIREMENT GROUP OF SACRAMENTO INC. | STERLING RETIREMENT GROUP OF SACRAMENTO

CRD#: 168397 / SEC#: 801-127819

RIA

Registered Investment Advisory firm - (5/19/2023 Approved)

California

Registered Investment Advisory firm - (3/27/2024 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

300 Harding Blvd #115, Roseville, CA 95678

Mailing Address

Phone number

(916) 724-1702

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (5/7/2025)

Regulatory assets under management

Total Number of Accounts	1,124
AUM (Assets Under Management)	$ 177,000,000

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.

Similar Advisors

Jesus Zepeda

PFS INVESTMENTS INC.

SACRAMENTO, CA

Kenneth Christie

SPECTRUM WEALTH ADVISORY GROUP, LLC

IAR

Granite Bay, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael D. Gebhardt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Don Gebhardt JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

STERLING RETIREMENT GROUP OF SACRAMENTO

Primary Firm SEC Registration

STERLING RETIREMENT GROUP OF SACRAMENTO

State Registrations and Notice Filings

Exams

Series 65

Date: 3/8/2019

Current Firm

STERLING RETIREMENT GROUP OF SACRAMENTO

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STERLING RETIREMENT GROUP OF SACRAMENTO

TRUST BUT VERIFY

Similar Advisors