Robert C. Gerstemeier
Investment adviser representative at Gerstemeier Financial Group,LLC
17 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$143MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Gerstemeier Financial Group, LLCJun 2003 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, IL, OH).
Gerstemeier Financial Group,LLC
$143MAssets managed
75Clients
2Advisers
4 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
- 4664996
- Firm CRD
- 127052