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Brian C Gerner

Capstone Partners

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About Brian C Gerner

Brian Gerner is a financial advisor with Capstone Partners. Brian is registered with FINRA. Brian has two licenses, Series 79TO and SIE. Brian has been in the industry since August 2, 2019. Brian is located in Chicago, Illinois.

Firm Information

Brian Gerner is currently registered with Capstone Partners. Capstone Partners is a Limited Liability Company formed on April 8, 2004. The firm is registered with the SEC and in 15 states including Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas, and Virginia.

Not reported

Assets Under Management

Not reported

Total Clients

89

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Brian Gerner’s Registration & Firm History

IL

08/03/2019 - Present

Capstone Partners (Chicago IL)

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Licenses & Designations

BC

Issued 08/03/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/15/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian C Gerner.
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