AG
AG

Andrew J Gersbach

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
24 advisors
Number of Clients
264 clients
Average Client Portfolio
$262K average
Assets Under Management
$69.2M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
Loading...

Location

Columbus, OH

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Andrew is the proprietor/owner of Gersbach Financial Services LLC, a multi-line insurance brokerage, since 2020. He spends about a quarter to nearly two-thirds of his time on sales and service of brokerage, life, accident, health/DI/LTC, and annuity accounts for multiple insurance carriers.

Employment History
Current Registrations
Stirlingshire Investments
April 2024 - Present · 1 yr 10 mos
Stirlingshire Investments
March 2024 - Present · 1 yr 11 mos
Stirlingshire InvestmentsBroker
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Hornor, Townsend & Kent, LLC
October 2019 - February 2024 · 4 yrs 4 mos
Hornor, Townsend & Kent, LLCBroker
September 2019 - February 2024 · 4 yrs 5 mos
On Investment Management CO
June 2017 - September 2019 · 2 yrs 3 mos
The O.N. Equity Sales CompanyBroker
April 2017 - September 2019 · 2 yrs 5 mos
Nylife Securities LLCBroker
August 2011 - April 2017 · 5 yrs 8 mos
Chase Investment Services CORP.
February 2007 - May 2011 · 4 yrs 3 mos
Chase Investment Services CORP.Broker
February 2007 - May 2011 · 4 yrs 3 mos
Ameriprise Financial Services, INC.
June 2006 - September 2006 · 3 mos
Ameriprise Financial Services, INC.Broker
June 2006 - September 2006 · 3 mos
State Registrations5 states
COFLKYNYOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.