David Gerdt (CRD# 5927975) is an Investment Advisor Representative working at Van Der Noord Financial Advisors, Inc. in Greer, SC and has over 11 years of experience in the finance industry. David Gerdt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5253310
Boundless Financial
CRD# 6162753
Brookstone Wealth Advisors, LLC
CRD# 5633227
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Van Der Noord Financial Advisors, Inc. | Greer, SC | Jan 2011 - Current | 13 |
| Thg Advisors, LLC | Greenville, SC | Feb 2013 - Jan 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2013 |
- SC
-
Total Assets Under Management120MILLIONS
-
Total Number of Accounts345ACCOUNTS
-
Average Account Value$346,536
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
GA, NC, SC, TX
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