Robert Jerry Gavlak
Investment adviser representative at Balance Wealth
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$386.7MFirm assets
Are you Robert Jerry Gavlak? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
14 years in the industry.
- Balance Insurance Solutions, LLCMar 2024 to now
- Balance Wealth, LLCDec 2023 to now
- Wealthsource Partners, LLCMay 2019 to Jun 2024
- Surepath Wealth Management LLCApr 2019 to May 2021
- Amg Group LLCFeb 2018 to Dec 2023
- Strategic Wealth Partners, Ltd.Apr 2012 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Balance Wealth
Legal name: Balance Wealth Partners LLC
$386.7MAssets managed
553Clients
9Advisers
1 yearIn 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
- 5686543
- Firm CRD
- 329589