Gerrit Schalkwyk
Gerrit Schalkwyk is a registered investment advisor at Credit Union Investment Services, based in Fuquay Varina, NC, with 4 years of industry experience. Gerrit operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
0.25% annual fee for cash and individual fixed income. 0.50% annual fee for all other securities. This fee is non-negotiable.
Fee Estimator
Location
Fuquay Varina, NC
Get directionsHistory
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
Gerrit is an agent for SECU Life Insurance Company, selling life insurance since August 2023. He also works as a Financial Advisory Services Specialist at State Employees' Credit Union since September 2023, providing financial services to members.
Employment History
Current Registrations
Credit Union Investment Services
Secu Brokerage Services
Secu Brokerage ServicesBroker
Previous Registrations
Quest 10 Wealth Builders, INC.
Family Legacy Financial Solutions, LLC
State Registrations1 state
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.