Jerod Gustafson
Investment adviser representative at Highmark Wealth Management LLC
12 yearsExperience
1 stateRegistered in
$611.7MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Highmark Wealth Management LLCSep 2014 to now
- Purshe Kaplan Sterling InvestmentsSep 2014 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (MN).
Highmark Wealth Management LLC
$611.7MAssets managed
429Clients
5Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2765649
- Firm CRD
- 164790