Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Gerkhardt is a financial advisor with IC Advisory Services, Inc., a registered investment advisor in the state of New Jersey. Dennis has been in the financial services industry since 1994, starting his career with American Express Financial Advisors Inc. and IDS Life Insurance Company, both in Minnesota. Dennis holds the Series 7, Series 24, and Series 63 licenses, and he is a Certified Financial Planner. Dennis currently works out of IC Advisory Services, Inc. offices in Bedminster, Branchburg, and Budd Lake, New Jersey. Dennis provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Dennis also owns and operates Shady Pond Farm, a sole proprietorship, and he manages a two-family rental property in Norwich, NY.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NJ
10/25/2019 - Present
IC Advisory Services, Inc. (BEDMINSTER NJ)
MN
05/09/1994 - 12/23/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/09/1994 - 12/23/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Dennis Gerkhardt is the right advisor for you? Invested Better is here to help.
