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Michele Lynn Gebhardt

J.w. Cole Financial, Inc.

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About Michele Lynn Gebhardt

Michele Gebhardt has been in the financial services industry since 2008. She currently works for J.w. Cole Financial, Inc. in Burlington, Iowa. Michele has passed the Series 6, Series 63 and SIE exams and is registered with the state of Iowa. Michele has previously worked for INVEST FINANCIAL CORPORATION and BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC..

Firm Information

Michele Gebhardt is currently registered with J.w. Cole Financial, Inc.. J.w. Cole Financial, Inc. is a Corporation formed in October 2002 and is registered in 52 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Not reported

Assets Under Management

Not reported

Total Clients

84

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.

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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Michele Gebhardt’s Registration & Firm History

IA

04/19/2016 - Present

J.w. Cole Financial, Inc. (Burlington IA)

IA

09/13/2011 - 04/20/2016

INVEST FINANCIAL CORPORATION (BURLINGTON IA)

IA

07/27/2007 - 11/30/2010

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (BURLINGTON IA)

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Licenses & Designations

BC

Issued 07/12/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michele Lynn Gebhardt.
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