TG
ChFC
TG
ChFC

Terry Gerber

44 Years of Experience
Wichita, KS
BrokerSells Insurance

Terry Gerber is a ChFC-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Wichita, KS, with 44 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

8621 E 21st St N Ste 150, Wichita, KS, 67206

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Terry may earn commissions from insurance companies for selling non-variable life, health, annuity, and/or disability income insurance products. This activity is insurance-related.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
July 2007 - Present · 18 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
March 1982 - Present · 44 yrs 2 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
February 1999 - January 2002 · 2 yrs 11 mos
State Registrations4 states
KSMONYOK
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.