MG
CFP
MG
CFP

Michael Gaer

17 Years of Experience
Hackensack, NJ

Michael Gaer is a CFP-designated registered investment advisor at Gaer Financial Group, INC, based in Hackensack, NJ, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 25 clients with $3M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$3.0M
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Location

128 Summit Ave, Hackensack, NJ, 07601

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Michael is the sole shareholder and employee of The Gaer Financial Group, an S-Corp. Through this corporation, he offers college planning advice and tax preparation services, dedicating the majority of his time to this endeavor.

Employment History
Current Registrations
Gaer Financial Group, INC
September 2019 - Present · 6 yrs 7 mos
Previous Registrations
Gaer Financial Group, INC
January 2016 - December 2018 · 2 yrs 11 mos
Gaer Financial Group, INC
August 2013 - December 2015 · 2 yrs 4 mos
Gaer Financial Group, INC
April 2008 - December 2011 · 3 yrs 8 mos
Gaer Financial Group, INC
June 2006 - December 2006 · 6 mos
Gaer Financial Group, INC
May 2004 - December 2004 · 7 mos
Investacorp Advisory Services INC
September 2003 - December 2003 · 3 mos
State Registrations1 state
NJ
Advisor

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.