Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerhard? Claim Your ProfileGerhard Heuer is a financial professional with over 30 years of experience in the industry. He has been active in the financial sector since December 1988. Gerhard has a strong background in investment company products and variable contracts, having passed the Series 6 exam in 1988, and is also knowledgeable about the Securities Industry Essentials Examination, which he passed in 2018. He currently works at Osaic Wealth, Inc., where he has been registered since November 2023. Prior to that, Gerhard was with Independent Financial Group, LLC, from January 2016 to November 2023, and Thrivent Investment Management Inc. from July 2002 to January 2016. Gerhard holds registrations in 18 states and is licensed to conduct business in several others.
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.
1
2
OR
11/20/2023 - Present
Osaic Wealth, Inc. (LAKE OSWEGO OR)
OR
01/19/2016 - 11/20/2023
INDEPENDENT FINANCIAL GROUP, LLC (Lake Oswego OR)
OR
07/01/2002 - 01/25/2016
THRIVENT INVESTMENT MANAGEMENT INC. (BEAVERTON OR)
MN
12/02/1988 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BC
Issued 11/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gerhard Heuer is the right advisor for you? Invested Better is here to help.
