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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gerke is a financial advisor at Badgley Phelps Wealth Managers, located in Seattle, Washington. Michael has been in the industry since March of 2001 and is licensed to provide investment advice in Washington. Michael's expertise includes providing financial planning, portfolio management, credit and cash management, and insurance solutions. He also assists with the selection of other advisors. Michael has a Series 65 license and has extensive experience serving high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions. insurance solutions
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.
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WA
08/02/2021 - Present
Badgley Phelps Wealth Managers (Seattle WA)
IA
Issued 07/31/2001
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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