Janine Keeperman
Investment adviser representative at Gebhardt Group, Inc
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$346.4MFirm 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 feeCommissions
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.
- Gebhardt Group, Inc.Jan 2024 to now
- Integrity Alliance, LLCJan 2024 to Dec 2025
- Summit Financial GroupJan 2019 to Jan 2024
- Securian Financial Services IncJan 2019 to Oct 2022
- UnemployedApr 2017 to Jan 2019
- Ameriprise Financial Services, Inc.Dec 2014 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (CA).
Gebhardt Group, Inc
$346.4MAssets managed
232Clients
3Advisers
11 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
- 4794867
- Firm CRD
- 142903