CG
CFA
CG
CFA

Cory Gebel

7 Years of Experience
Morrison, CO

Cory Gebel is a CFA-designated registered investment advisor at Ridgeline Public Advisors, LLC, based in Morrison, CO, with 7 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Morrison, CO

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ridgeline Public Advisors, LLC
June 2025 - Present · 11 mos
Previous Registrations
Ptma Investment Advisors
March 2018 - May 2025 · 7 yrs 2 mos
State Registrations1 state
CO
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.
Cory Gebel - Financial Advisor | TrueAdvisor