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Gerrin Patrick Degroot

Investment adviser representative at Msp Wealth Management, LLC
33 yearsExperience
2 statesRegistered in
$228.5MFirm assets
6 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

33 years in the industry.

  1. Msp Wealth Management, LLCMar 2020 to now
  2. Molatore & Co. LLP (fka Molatore, Scroggin, Peterson & Co. LLP)Jul 1993 to now
  3. Avantax Advisory ServicesOct 2019 to Mar 2020
  4. Avantax Investment Services, Inc.Oct 2019 to Mar 2020
  5. Avantax Insurance ServicesMar 2006 to Mar 2020
  6. 1st Global Advisors, IncFeb 2006 to Oct 2019
  7. 1st Global Capital CorpJun 2004 to Oct 2019

Exams passed

  • Series 66 · Uniform Combined State Law2004

State registrations

Registered as an investment adviser representative in 2 states (OR, TX).

Msp Wealth Management, LLC

$228.5MAssets managed
414Clients
4Advisers
6 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
4817044
Firm CRD
306522
Advisor's SEC record (opens in a new tab)
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