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Brittany Morgan Gerds

J.w. Cole Financial, Inc.

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About Brittany Morgan Gerds

Brittany Gerds is a financial advisor with J.w. Cole Financial, Inc. based in Hubertus, WI. Brittany has been in the industry since January 2008 and holds the Series 6 and Series 63 licenses. Brittany also holds the SIE exam. Previously, Brittany worked for U.S. Bancorp Investments, Inc. in Bayside, WI.

Firm Information

Brittany Gerds is currently registered with J.w. Cole Financial, Inc.. J.w. Cole Financial, Inc. is a Corporation formed in October 2002 and is registered in 52 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Not reported

Assets Under Management

Not reported

Total Clients

84

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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Brittany Gerds’s Registration & Firm History

WI

05/08/2015 - Present

J.w. Cole Financial, Inc. (Hubertus WI)

WI

01/14/2008 - 05/05/2015

U.S. BANCORP INVESTMENTS, INC. (BAYSIDE WI)

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Licenses & Designations

BC

Issued 01/30/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brittany Morgan Gerds.
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