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JK
CFP
JK
CFP

Janine Keeperman

Gebhardt Group, INC
17 Years of Experience
Lafayette, CA
May Earn Commission
View SEC Summary
View SEC Summary

Janine Keeperman is a CFP-designated registered investment advisor at Gebhardt Group, INC, based in Lafayette, CA, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 232 clients with $350M in assets under management.

Gebhardt Group, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
232 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$346.4M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Standard fee for new clients is 1.50%. Older relationships established prior to 2011 use a tiered schedule starting at 1.25% for the first $1M, 0.75% for the next $1M, and 0.50% for amounts above $2M. Fees are negotiable under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3390 Mt. Diablo Boulevard, Suite 250, Lafayette, CA, 94549

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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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Other Business Activities

Janine works as a paraplanner for Gebhardt Group Inc, focusing on financial planning and wealth management. This is a full-time commitment, involving writing financial plans for clients.

Employment History
Current Registrations
Gebhardt Group, INC
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Integrity Alliance, LLC.Broker
January 2024 - January 2026 · 2 yrs
Gebhardt Group, INC
January 2024 - December 2024 · 11 mos
Securian Financial Services, INC.
January 2019 - December 2022 · 3 yrs 11 mos
Securian Financial Services, INC.Broker
January 2019 - December 2022 · 3 yrs 11 mos
Ameriprise Financial Services, INC.Broker
December 2014 - April 2017 · 2 yrs 4 mos
Ameriprise Financial Services, INC.
December 2014 - April 2017 · 2 yrs 4 mos
LPL Financial LLC
February 2008 - June 2013 · 5 yrs 4 mos
LPL Financial LLCBroker
February 2008 - June 2013 · 5 yrs 4 mos
Aig Financial Advisors, INC.
April 2006 - January 2008 · 1 yr 9 mos
Aig Financial Advisors, INC.Broker
March 2006 - January 2008 · 1 yr 10 mos
Linsco/private Ledger CORP.
January 2005 - April 2006 · 1 yr 3 mos
Linsco/private Ledger CORP.Broker
November 2004 - April 2006 · 1 yr 5 mos
State Registrations1 state
CA
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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