Unclaimed
Douglas Ross Gehrke is a financial advisor registered with Ameriprise Financial Services, LLC. Douglas is a registered representative of the firm and is licensed to provide investment advice in Indiana. Douglas has been working in the financial services industry for over 10 years, and specializes in asset allocation services, financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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
IN
01/05/2015 - Present
Ameriprise Financial Services, LLC (South Bend IN)
BOTH
Issued 12/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Douglas Gehrke is the right advisor for you? Invested Better is here to help.