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Conrad H. Gehrmann

LNW

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About Conrad H. Gehrmann

Conrad H. Gehrmann is an Investment Advisor Representative at LNW Wealth Management, LLC. Conrad has been in the industry since 1995. Conrad is registered in Washington and holds the following securities licenses: Series 2, Series 7, Series 24, Series 31 and Series 63 and 65. Conrad previously worked at Quellos Fund Services, LLC and Quellos Brokerage Services, LLC. Conrad specializes in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.

Firm Information

Conrad Gehrmann is currently registered with LNW. LNW is an investment advisor based in Seattle, Washington. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and educational seminars. They have approximately $4.6 billion in regulatory assets under management and serve a variety of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles.
LNW

801 SECOND AVENUE, SUITE 1600

SEATTLE, WA 98104-1564

$4.63B

Assets Under Management

Not reported

Total Clients

37

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Conrad Gehrmann’s Registration & Firm History

WA

12/04/2020 - Present

LNW (SEATTLE WA)

WA

10/24/2005 - 04/06/2006

QUELLOS FUND SERVICES, LLC (SEATTLE WA)

NJ

09/15/2000 - 10/24/2005

QUELLOS BROKERAGE SERVICES, LLC (PRINCETON NJ)

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Licenses & Designations

BC

Issued 12/18/2000

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/12/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/05/1995

Series 24 - General Securities Principal Examination

BC

Issued 02/08/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 09/14/2000

Series 7 - General Securities Representative Examination

BC

Issued 08/01/1995

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Conrad H. Gehrmann.
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