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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Kroeger is an investment advisor representative with Osaic Wealth, Inc. based in Lake Oswego, Oregon. Gerald has been in the financial services industry since 1984. Gerald specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Previously, Gerald has worked for Securities America, Inc., KMS Financial Services, Inc., MML Investors Services, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Allmerica Investments, Inc., MIMLIC Sales Corporation, Integrated Resources Equity Corporation, VSR Financial Services, Inc., and Massachusetts Mutual Life Insurance Company. Gerald is registered with the state of Oregon as both a Broker Dealer and an Investment Advisor, and also holds registrations with the state of Texas.
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.
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.
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OR
06/14/2024 - Present
Osaic Wealth, Inc. (Lake Oswego OR)
OR
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Lake Oswego OR)
OR
07/30/2007 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (LAKE OSWEGO OR)
OR
12/04/2003 - 07/24/2007
MML INVESTORS SERVICES, INC. (PORTLAND OR)
MA
04/26/2002 - 11/11/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/26/2002 - 11/11/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
10/28/1993 - 04/26/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
MA
06/22/1990 - 11/10/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
05/13/1988 - 05/24/1990
MIMLIC SALES CORPORATION (ST. PAUL MN)
NA
02/27/1987 - 05/02/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/29/1986 - 12/18/1986
VSR FINANCIAL SERVICES, INC.
NA
12/14/1983 - 09/18/1986
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
03/05/1985 - 09/16/1986
MML INVESTORS SERVICES, INC.
IA
Issued 02/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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FINRA
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