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CFP
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CFP

Gerald Sharkey

Creative Planning
17 Years of Experience
Omaha, NE
View SEC Summary
View SEC Summary

Gerald Sharkey is a CFP-designated registered investment advisor at Creative Planning, based in Omaha, NE, with 17 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 100,298 clients with $300B in assets under management.

Creative Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1174 advisors
Number of Clients
100,298 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$295.6B

Fee Structure

Minimum Investment:$200K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.20%
$500K - $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.80%
$10.0M - $25.0M0.70%
$25.0M - $50.0M0.40%
$50.0M - $100.0M0.30%
$100M+0.25%

Fees and billing methods are negotiable based on account size, householding, and complexity. Legacy clients from acquired firms may have different fee schedules.

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

Location

12925 West Dodge Road, Omaha, NE, 68154

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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
Creative Planning
April 2017 - Present · 9 yrs 6 mos
Previous Registrations
Sigfig Wealth Management LLC
November 2016 - April 2017 · 5 mos
TD Ameritrade Investment Management, LLC
February 2010 - December 2016 · 6 yrs 10 mos
TD Ameritrade, INC.Broker
February 2010 - December 2016 · 6 yrs 10 mos
TD Ameritrade, INC.
February 2010 - December 2016 · 6 yrs 10 mos
Securian Financial Services, INC.
June 2009 - November 2009 · 5 mos
Securian Financial Services, INC.Broker
May 2009 - November 2009 · 6 mos
State Registrations2 states
NETX
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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