Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Gerard is a financial advisor with over 30 years of experience in the financial services industry. Kevin currently works with Charles Schwab & CO., Inc., in Mequon, WI. Prior to that, Kevin worked with Gerard Asset Management, LTD., GS2 Securities, INC., and Strong/Corneliuson Capital Management, INC. Kevin holds several licenses and certifications, including Series 6, 7, 10, 24, 26, 27, 51, 63, 65, SIE, and 99TO. Kevin has been registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor since 2012. Kevin is a financial planning advisor and specializes in providing financial planning services to individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
WI
03/05/2012 - Present
Charles Schwab & CO., Inc. (Mequon WI)
WI
11/02/1995 - 02/21/2012
GERARD ASSET MANAGEMENT, LTD. (MENOMONEE FALLS WI)
WI
06/22/1993 - 11/07/1995
GS2 SECURITIES, INC. (MILWAUKEE WI)
WI
07/12/1988 - 03/08/1993
STRONG/CORNELIUSON CAPITAL MANAGEMENT,INC. (MENOMONEE FALLS WI)
IA
Issued 02/08/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/07/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/28/1995
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/27/1995
Series 24 - General Securities Principal Examination
BC
Issued 03/13/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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