Lyle Gerhardson
Lyle Gerhardson is a registered investment advisor at Cetera Investment Advisers LLC, based in Spicer, MN, with 18 years of industry experience. Lyle 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
425 Access Drive, Spicer, MN, 56288
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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
Lyle is involved in several business activities, including running the sideline chain crew at football games, owning G&W Financial LLC (currently winding down), providing equity index annuities, co-marketing for financial advising through RGW Wealth Management LLC (taking nearly full-time), and working as a member/director at GMW CPA Advisors, PLLC (taking nearly full-time). Lyle also has an insurance license and sells life, disability, long-term care insurance, and variable annuities, dedicating a few hours per week to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations22 states
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