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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerhardt? Claim Your ProfileGerhardt Emmanuel Buenning is a financial advisor who has been in the industry since 1981. Gerhardt has served in several capacities, including Investment Advisor Representative (IAR) and Registered Representative (RR). Gerhardt has a wide range of experience in different aspects of the industry. Gerhardt has worked with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Currently Gerhardt is registered with LPL Financial LLC and Western Wealth Management LLC, and has also been previously registered with VERAVEST INVESTMENTS, INC., CUNA BROKERAGE SERVICES, INC., and CENTURY INVESTORS OF AMERICA, INC. Gerhardt holds several securities licenses, including Series 6, 7, 24, 31, 51, 63, and 65, and is also licensed in several states. Gerhardt provides a variety of financial services to clients, including financial planning, investment management, and portfolio management.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
07/13/2022 - Present
LPL Financial LLC (GOLDEN CO)
MA
05/23/1997 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
10/15/1993 - 05/08/1997
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NA
11/09/1981 - 10/15/1993
CENTURY INVESTORS OF AMERICA, INC.
BC
Issued 02/20/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/12/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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