Robert Gerber
Robert Gerber is a registered investment advisor at Gerber Wealth, LLC, based in Wolcott, IN, with 34 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Gerber Wealth does not directly manage investments. Instead, Gerber Wealth recommends third-party investment advisors. Gerber Wealth receives a portion of the management fee charged by the third-party advisor, up to 50%.
Location
Wolcott, IN
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
May 2017Judgment / Lien
June 2015Judgment / Lien
October 2013Customer Dispute
July 2004Other Business ActivitiesSells Insurance
Robert is an advisory board member for NAIFA-Lafayette and Tri-County Education Fund, and a school board member for Tri-County School Corporation. He also owns Gerber Financial Management, LLC, where he provides insurance products, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Gerber Wealth, LLC
Previous Registrations
Gerber Wealth, LLC
Next Financial Group, INC.Broker
Next Financial Group, INC.
H. Beck, INC.
H. Beck, INC.Broker
Gunnallen Financial, INCBroker
Gunnallen Financial, INC
Sii Investments, INC.
Sii Investments, INC.Broker
Washington Square Securities, INC.Broker
Washington Square Securities, INC.Broker
Reliastar Financial Marketing CORP.Broker
Intersecurities, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
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.