Brooks Gerke
Brooks Gerke is a CFP-designated registered investment advisor at Thrivent Investment Management INC., based in Hoagland, IN, with 7 years of industry experience. Brooks is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 125,754 clients with $21B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.85% |
| $250K - $500K | 1.70% |
| $500K - $1.0M | 1.55% |
| $1.0M - $3.0M | 1.45% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fees are maximum annual percentages and vary by program type, household assets, and negotiation. Separately managed account programs have higher maximum fees (up to 2.50% for smaller accounts).
Fee Estimator
Location
14812 First St, Hoagland, IN, 46745
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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
Brooks sells and services fixed insurance contracts, dedicating about a quarter of their time to this activity. Brooks is also the owner/wealth advisor for Thrivent Advisor Network/Passage Wealth, an affiliated retail investment advisory firm, taking nearly full-time hours.
Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Thrivent Advisor Network, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations12 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.
Exams
More Advisors
- Cindy Houser, ChFCThrivent Advisor Network, LLC