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Geary Steven Wertman

Money Concepts Capital Corp.

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About Geary Steven Wertman

Geary Wertman is a financial advisor with Money Concepts Capital Corp. based in Angola, IN. Geary has been in the financial services industry since 2003. He holds Series 6 and SIE licenses and is registered with FINRA and the states of Florida, Indiana, Michigan, Missouri, Nebraska, Ohio, and South Carolina. Geary specializes in providing financial planning services to individuals, businesses, and pension and profit-sharing plans. Geary also has experience with Grove Point Investments, LLC and Woodbury Financial Services, Inc.

Firm Information

Geary Wertman is currently registered with Money Concepts Capital Corp.. Money Concepts Capital Corp. is a corporation formed in 1982 and headquartered in PALM BEACH GARDENS, FL. The firm provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Money Concepts Capital Corp. is registered with the SEC and in 53 states. They have over 400 licensed agents and manage over $2.9 billion in assets.
Money Concepts Capital Corp.

11440 JOG ROAD

PALM BEACH GARDENS, FL 33418

$2.90B

Assets Under Management

1,239

Total Clients

443

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting services

General consulting services

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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other

Solicitor fee

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Geary Wertman’s Registration & Firm History

IN

08/08/2022 - Present

Money Concepts Capital Corp. (Angola IN)

IN

09/16/2010 - 08/05/2022

GROVE POINT INVESTMENTS, LLC (ANGOLA IN)

IN

02/05/2003 - 09/17/2010

WOODBURY FINANCIAL SERVICES, INC. (ANGOLA IN)

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Licenses & Designations

BC

Issued 04/30/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Geary Steven Wertman.
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