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Janine Keeperman

Gebhardt Group, Inc.

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About Janine Keeperman

Janine Keeperman is a financial advisor with Gebhardt Group, Inc. Janine is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry since 2004. Janine specializes in providing financial planning and wealth management services to individuals and families. Janine has a proven track record of success in helping her clients achieve their financial goals.

Firm Information

Janine Keeperman is currently registered with Gebhardt Group, Inc.. Gebhardt Group, Inc. is a financial advisory firm based in LAFAYETTE, CA. They offer financial planning, pension consulting, and portfolio management for individuals and businesses. They have over $268 million in regulatory assets under management, serving primarily high-net-worth individuals and pension and profit-sharing plans.
Gebhardt Group, Inc.

3390 MT. DIABLO BOULEVARD

LAFAYETTE, CA 94549

$268.90M

Assets Under Management

Not reported

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Janine Keeperman’s Registration & Firm History

CA

01/10/2024 - Present

Gebhardt Group, Inc. (LAFAYETTE CA)

CA

01/15/2019 - 12/22/2022

SECURIAN FINANCIAL SERVICES, INC. (SAN RAMON CA)

CA

12/26/2014 - 04/10/2017

AMERIPRISE FINANCIAL SERVICES, INC. (WALNUT CREEK CA)

CA

02/12/2008 - 06/03/2013

LPL FINANCIAL LLC (WALNUT CREEK CA)

CA

03/31/2006 - 01/15/2008

AIG FINANCIAL ADVISORS, INC. (WALNUT CREEK CA)

SC

11/04/2004 - 04/03/2006

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

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Licenses & Designations

BOTH

Issued 12/21/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/10/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Janine Keeperman.
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