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Erik Dennis Roemer

Gerber, LLC

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About Erik Dennis Roemer

Erik Roemer is a financial advisor with over 27 years of experience in the industry. Erik is a registered investment advisor representative (IAR) with Gerber, LLC in Columbus, OH. He specializes in financial planning and portfolio management for individuals and corporations. Erik is also a Certified Financial Planner (CFP). Erik has previously worked with a number of firms including Raymond James Financial Services, Inc., Bisys Fund Services Limited Partnership, Chase Investment Services Corp., Olde Discount Corporation, Domestic Capital Incorporated, and TAW Securities, Inc.

Firm Information

Erik Roemer is currently registered with Gerber, LLC. Gerber, LLC is an investment advisor registered with the SEC. They provide financial planning, portfolio management for individuals and businesses, and pension consulting services. The firm has a total of 921 accounts with approximately $502,825,887 in assets under management. They serve a variety of clients including corporations, individuals, and high-net-worth individuals.
Gerber, LLC

580 N FOURTH STREET

COLUMBUS, OH 43215

$502.83M

Assets Under Management

Not reported

Total Clients

5

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Erik Roemer’s Registration & Firm History

OH

06/01/2000 - Present

Gerber, LLC (COLUMBUS OH)

OH

04/10/2000 - 10/19/2020

RAYMOND JAMES FINANCIAL SERVICES, INC. (COLUMBUS OH)

ME

05/15/1998 - 04/10/2000

BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)

IL

10/03/1996 - 04/09/1998

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

MI

11/29/1993 - 10/24/1994

OLDE DISCOUNT CORPORATION (DETROIT MI)

NA

04/07/1993 - 11/03/1993

DOMESTIC CAPITAL INCORPORATED

NA

08/02/1990 - 04/26/1991

TAW SECURITIES, INC.

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Licenses & Designations

IA

Issued 03/26/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/13/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erik Dennis Roemer.
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