GV
ChFC
GV
ChFC

Gerard John Vanderzanden

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$32.6M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

Dublin, CA

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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 ActivitiesSells Insurance

Gerard is an independent insurance agent with Jerry Vanderzanden Insurance Services, dedicating a few hours per week. He is also involved with several other entities, including WSLV, LLC, CAIPS, LLC, Life Insurance Consumer Advocacy Center, NAIFA - Silicon Valley Chapter, and The Ethical Edge Inc., spending minimal time on each.

Employment History
Current Registrations
Halo Investment Services, LLC
September 2024 - Present · 1 yr 5 mos
Halo Securities, LLC
September 2024 - Present · 1 yr 5 mos
Halo Securities, LLCBroker
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Tlg Advisors, INC.
February 2020 - September 2024 · 4 yrs 7 mos
The Leaders Group, INC.Broker
September 2019 - September 2024 · 5 yrs
Questar Asset Management, INC.
February 2017 - May 2019 · 2 yrs 3 mos
Questar Capital CorporationBroker
February 2017 - May 2019 · 2 yrs 3 mos
Lincoln Financial Securities Corporation
September 2009 - November 2016 · 7 yrs 2 mos
Lincoln Financial Securities CorporationBroker
September 2009 - November 2016 · 7 yrs 2 mos
Greenbook Investment Management, INC.
August 2007 - September 2009 · 2 yrs 1 mo
First Allied Securities, INC.Broker
August 2007 - September 2009 · 2 yrs 1 mo
Metlife Securities INC.
November 2001 - July 2007 · 5 yrs 8 mos
Metlife Securities INC.Broker
July 2001 - July 2007 · 6 yrs
Metropolitan Life Insurance CompanyBroker
July 2001 - July 2007 · 6 yrs
Foresters Equity Services, INC.Broker
October 1999 - April 2001 · 1 yr 6 mos
American General Securities IncorporatedBroker
April 1996 - November 1997 · 1 yr 7 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.