Kurt Gerhardt
Kurt Gerhardt is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Jacksonville, FL, with 25 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
12276 San Jose Blvd, Ste 303, Jacksonville, FL, 32223
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kurt sells life, health, disability, annuities, and long-term care insurance as an insurance agent, and coaches youth roller hockey for a few hours per week. He also works as an investment advisor representative/registered representative, dedicating full-time hours to financial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Bci Wealth & Asset Management
Fsc Securities Corporation
Fsc Securities CorporationBroker
Tlg Advisors, INC.
Financial Resource Alliance
The Leaders Group, INC.Broker
Hornor, Townsend & Kent, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations6 states
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.