Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tim? Claim Your ProfileTim Gerds is an investment advisor representative who is registered with J.W. Cole Advisors, Inc.. Tim has been in the industry since 1997 and has experience with various financial services including wealth management, insurance, and estate planning. Tim is licensed in several states including Arizona, California, Colorado, Florida, Illinois, Michigan, New York, North Carolina, Pennsylvania, Washington, and Wisconsin. Tim is also a registered investment advisor with the state of Wisconsin. Tim's expertise includes portfolio management for individuals and businesses, financial planning, and investment consulting.
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.
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.
Hourly & fixed rate consulting
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.
1
2
FL
01/01/2025 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
WI
11/05/2002 - 05/05/2015
U.S. BANCORP INVESTMENTS, INC. (CEDARBURG WI)
MA
07/21/1997 - 11/04/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/21/1997 - 11/04/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 08/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Tim Gerds is the right advisor for you? Invested Better is here to help.
