WG
WG

Wade Gebers

26 Years of Experience
Wenatchee, WA
Broker

Wade Gebers is a registered investment advisor at D.A. Davidson & CO., based in Wenatchee, WA, with 26 years of industry experience. Wade operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

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

151 South Worthen Street, Suite 201, Wenatchee, WA, 98801

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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
D.A. Davidson & CO.
April 2007 - Present · 19 yrs 1 mo
D.A. Davidson & CO.Broker
November 2005 - Present · 20 yrs 6 mos
Previous Registrations
Piper Jaffray & CO.Broker
February 2000 - November 2005 · 5 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
July 1999 - February 2000 · 7 mos
State Registrations27 states
AKAZCACOFLGAHIIDILINKYLAMNMOMTNMNVNYOHOKORPATNTXUTWAWY
AdvisorBrokerBoth

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.
Wade Gebers - Financial Advisor | TrueAdvisor