Teresa Gerhardt (CRD# 7445410) is an Investment Advisor Representative working at Mariner Wealth in Novi, MI and has 1 year of experience in the finance industry. Teresa Gerhardt 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# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mariner Wealth Advisors | Novi, MI | Sep 2021 - Current | 2 |
| Mariner Wealth Advisors | Novi, MI | Jan 2021 - Sep 2021 | < 1 |
| Mariner Wealth Advisors | Novi, MI | Oct 2018 - Dec 2020 | 2 |
| Retirement Income Solutions | Ann Arbor, MI | Sep 2015 - Oct 2018 | 3 |
| Child And Family Services | Ann Arbor, MI | Nov 2014 - Aug 2015 | < 1 |
| Tri-star Trust Bank | Saginaw, MI | Jun 2007 - Aug 2014 | 7 |
- MI
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Total Assets Under Management81,107MILLIONS
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Total Number of Accounts132,567ACCOUNTS
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Average Account Value$611,818
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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