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Gerald Gambatese

Gtg Wealth Management, LLC
23 Years of Experience
Elm Grove, WI
3 Disclosures
View SEC Summary
View SEC Summary

Gerald Gambatese is a registered investment advisor at Gtg Wealth Management, LLC, based in Elm Grove, WI, with 23 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more.

Gtg Wealth Management, LLC
Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)
  • Wealth Counseling and Consultation Services — Charged at an hourly rate of $150 or via a fixed-rate project fee based on estimated project hours. Services can cover retirement planning, education funding, tax issues, risk management, and portfolio reviews.
Hourly Rate:$150/hr
View Full SEC Brochure

Location

12970 West Bluemound Road, Suite 105, Elm Grove, WI, 53122

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2019
Denied
Customer Dispute
November 2006
Denied
Customer Dispute
August 2006
Denied
View Full SEC ReportHow to Read Disclosures
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 6 mos
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.
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