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Gerald Gambatese
22 Years of Experience
Elm Grove, WI
3 Disclosures
Gerald Gambatese is a registered investment advisor at Gtg Wealth Management, LLC, based in Elm Grove, WI, with 22 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Fee Structure
- Wealth Counseling Services and Consultation Services: Fees are based on an hourly rate of $150 or a fixed project fee, determined by estimated project hours using the hourly rate as a guide.
Hourly Rate:$150/hr
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Location
12970 West Bluemound Road, Suite 105, Elm Grove, WI, 53122
Get directionsHistory
Regulatory History (3)
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Customer Dispute
March 2019Denied
Customer Dispute
November 2006Denied
Customer Dispute
August 2006Denied
Other Business Activities
Gerald is a 1% owner of Family Life Financial Services of Wisconsin, LLC, which shares an office with GTG Wealth Management. He spends minimal time on this activity.
Employment History
Current Registrations
Gtg Wealth Management, LLC
April 2003 - Present · 23 yrs 1 mo
State Registrations3 states
IAILWI
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.