Annaliese Gerdes is a CFP-designated registered investment advisor, based in Eagle, ID, with 3 years of industry experience.
Location
395 W. State St. Sutie C, Eagle, ID, 83616
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
Annaliese is the treasurer/board member for Care House Learning Center, dedicating minimal time. She is also an independent insurance agent for various companies through ASH Brokerage, and works full-time as an advisory representative of a RIA and as a W2 employee and DBA for Integrity Financial.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
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.