John D. Geder

GEDER INVESTMENT MANAGEMENT

ELM GROVE, WI

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CRD#: 858584

Professional summary

John Dennis Geder is a registered financial advisor currently at GEDER INVESTMENT MANAGEMENT, INC. located in Elm Grove, Wisconsin.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. John has worked at 7 firms and has passed the Series 63 and Series 7 exams.

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.

ADJUNCT ASSISTANT PROFESSOR IN THE RADER SCHOOL OF BUSINESS AT THE MILWAUKEE SCHOOL OF ENGINEERING, 1025 N. BROADWAY, MILWAUKEE, WI 53202. COURSES TAUGHT INCLUDE BUSINESS FINANCE AND INVESTMENT MANAGEMENT/PERSONAL FINANCE OFFERINGS. (3-6 HRS./WK. NOT DURING NORMAL BUSINESS OR "MARKET HOURS".

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Dennis Geder'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

October 1, 1992 - Present

GEDER INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 113237

ELM GROVE, WI

Past

November 8, 1989 - November 1, 1990

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

Past

June 27, 1989 - October 23, 1989

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

Past

July 23, 1987 - June 16, 1989

FREDERICK & COMPANY, INC.

CRD#: 333

Past

March 22, 1985 - October 2, 1986

A. G. EDWARDS & SONS, INC.

CRD#: 4

Past

April 27, 1984 - November 6, 1984

BLUNT ELLIS & LOEWI INCORPORATED

CRD#: 7580

Past

January 6, 1982 - November 29, 1983

LEHMAN BROTHERS INC.

CRD#: 7506

Past

November 1, 1978 - January 17, 1982

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

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

Texas
(2/21/2024)

IAR

Wisconsin
(10/1/1992)

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

Series 63

Date: 5/16/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/21/1978

General Securities Representative Examination

Current Firm

GEDER INVESTMENT MANAGEMENT, INC.

GEDER INVESTMENT MANAGEMENT, INC. | NONE

CRD#: 113237 / SEC#:

Texas

Registered Investment Advisory firm - (2/21/2024 Conditional Restricted)

Wisconsin

Registered Investment Advisory firm - (10/1/1992 Approved)

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Contact information

Main Address

Elm Grove, WI

Mailing Address

P.o.box 514, Elm Grove, WI 53122-0514

Phone number

(262) 782-8861

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	61
AUM (Assets Under Management)	$ 24,685,976

Red Flags

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

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John D. Geder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Dennis Geder's CRS (Customer Relationship Summary).

Certified licenses

Experience

GEDER INVESTMENT MANAGEMENT, INC.

ROBERT W. BAIRD & CO. INCORPORATED

KIDDER, PEABODY & CO. INCORPORATED

FREDERICK & COMPANY, INC.

A. G. EDWARDS & SONS, INC.

BLUNT ELLIS & LOEWI INCORPORATED

LEHMAN BROTHERS INC.

KIDDER, PEABODY & CO. INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 5/16/1983

Series 7

Date: 10/21/1978

Current Firm

GEDER INVESTMENT MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GEDER INVESTMENT MANAGEMENT, INC.

TRUST BUT VERIFY

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