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Gerald Mitchell Pelofske

Columbia Management Investment Distributors, Inc.

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About Gerald Mitchell Pelofske

Gerald Pelofske is a financial advisor with Columbia Management Investment Distributors, Inc. He has been in the financial services industry since 2005 and holds the Series 6 and Series 63 securities licenses, as well as the SIE exam. Gerald has previous experience with Ameriprise Financial Services, LLC and IDS Life Insurance Company.

Firm Information

Gerald Pelofske is currently registered with Columbia Management Investment Distributors, Inc.. Columbia Management Investment Distributors, Inc. is a corporation formed in April 1978. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in at least one civil event.

Not reported

Assets Under Management

Not reported

Total Clients

41

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.

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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Gerald Pelofske’s Registration & Firm History

MN

07/19/2022 - Present

Columbia Management Investment Distributors, Inc. (Minneapolis MN)

MN

07/27/2005 - 07/19/2022

AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)

MN

07/27/2005 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 07/21/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gerald Mitchell Pelofske. Review regulatory record here.
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