Gerrit D. Van Schalkwyk

CREDIT UNION INVESTMENT SERVICES

Holy Springs, NC 27540

Some features on this profile are disabled

CRD#: 7445113

Professional summary

Gerrit Dirkse Van Schalkwyk, who also goes by Gerrit D. Van Schalkwyk, Gerrit Van Schalkwyk, is a registered financial advisor currently at CREDIT UNION INVESTMENT SERVICES located in Holy Springs, North Carolina and SECU BROKERAGE SERVICES located in Holly Springs, North Carolina.

Gerrit is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Gerrit has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gerrit D. Van Schalkwyk | Gerrit Van Schalkwyk

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.

SECU Life Insurance Company. Investment related business. Address: Raleigh, NC. Nature: life insurance. Title: Agent. Start date: 8/2023. Duties and time (some during securities trading hours) as required in conjunction with position at State Employees' Credit Union. State Employees' Credit Union. Investment related business. Nature: financial services. OSJ office address: Raleigh, NC. Title: Financial Advisory Services Specialist. Start date 09/2023. Duties: provide financial services to eligible members and provide opportunities for members to improve their economic and social condition. Members Trust Company. Investment related business. Nature: Trust Services. Address: 14025 Riveredge Drive, Suite 280, Tampa, FL 33637. Start date: August, 2025. Title: Trust Rep.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerrit Dirkse Van Schalkwyk'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®

None

Experience

Current

September 28, 2023 - Present

CREDIT UNION INVESTMENT SERVICES

Office #1: 100 Green Oaks Pkwy, Holy Springs, NC 27540

RIA

CRD#: 144871

Holy Springs, NC

Current

September 25, 2023 - Present

SECU BROKERAGE SERVICES

Office #1: 100 Green Oaks Parkway, Holly Springs, NC 27540

CRD#: 19899

Holly Springs, NC

Past

March 14, 2022 - August 8, 2023

QUEST 10 WEALTH BUILDERS, INC.

RIA

CRD#: 154092

FUQUAY-VARINA, NC

Past

September 23, 2021 - January 26, 2022

FAMILY LEGACY FINANCIAL SOLUTIONS, LLC

RIA

CRD#: 314351

CARY, NC

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

North Carolina
(9/28/2023)

North Carolina
(5/22/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 10/27/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/1/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/25/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/14/2021

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

CREDIT UNION INVESTMENT SERVICES

CREDIT UNION INVESTMENT SERVICES | CREDIT UNION INVESTMENT SERVICES, INC.

CRD#: 144871 / SEC#:

North Carolina

Registered Investment Advisory firm - (9/5/2007 Approved)

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

801 Hillsborough Street 3rd Floor, Raleigh, NC 27603

Mailing Address

Po Box 26807, Raleigh, NC 27611

Phone number

(800) 451-5467

Established

Firm type

Fiscal year end

# of Employees

258

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 110,960

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

Daniel Conklin

HUNTER STREET INVESTMENT ADVISORS LLC

IAR

Apex, NC

Laird Hepburn

BSG ADVISERS

IAR

Apex, NC

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Gerrit D. Van Schalkwyk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerrit Dirkse Van Schalkwyk's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREDIT UNION INVESTMENT SERVICES

SECU BROKERAGE SERVICES

QUEST 10 WEALTH BUILDERS, INC.

FAMILY LEGACY FINANCIAL SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/27/2023

Series 65

Date: 9/1/2021

Series 7TO

Date: 9/25/2023

SIE

Date: 5/14/2021

FINRA

Current Firm

CREDIT UNION INVESTMENT SERVICES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CREDIT UNION INVESTMENT SERVICES

TRUST BUT VERIFY

Similar Advisors