Benjamin Arthur Rosbach
Investment adviser representative at Gerber Kawasaki Wealth & Investment Management
10 yearsExperience
1 stateRegistered in
$4.1BFirm assets
12 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Gerber Kawasaki Wealth & Investment ManagementJul 2024 to now
- Dexcom, IncJun 2023 to Sep 2023
- Enfield Farms, Inc.Jun 2022 to Sep 2022
- Lifeguard At Cal Poly AsiSep 2021 to Jun 2024
- California Polytechnic State UniversityAug 2020 to Jun 2024
- Bayside Swimming ClubJun 2018 to Sep 2022
- Sehome High SchoolAug 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Gerber Kawasaki Wealth & Investment Management
Legal name: Gerber Kawasaki, Inc.
$4.1BAssets managed
9,624Clients
39Advisers
12 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
- 7995613
- Firm CRD
- 153649