Gerald D Fiess
Investment adviser representative at Ventura Wealth Management
15 yearsExperience
2 statesRegistered in
$713.5MFirm assets
16 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
- Pension consulting
Experience
15 years in the industry.
- Ventura Wealth ManagementJun 2021 to now
- Alliance Bernstein - Global Fund AdministrationMar 2019 to May 2021
- Bank of America/merrill LynchMay 2011 to Feb 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (PA, TN).
Ventura Wealth Management
Legal name: Nvwm LLC
$713.5MAssets managed
590Clients
9Advisers
16 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
- 5979492
- Firm CRD
- 152301