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Todd Michael Gehring-gervase

Prosperity Capital Advisors

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About Todd Michael Gehring-gervase

Todd Michael Gehring-gervase is an investment advisor representative who is currently registered in Illinois and Indiana. Todd is associated with Prosperity Capital Advisors and has been in the financial services industry for over 1 year. Todd holds the Series 63, 65, 6TO and SIE licenses.

Firm Information

Todd Gehring-gervase is currently registered with Prosperity Capital Advisors. Prosperity Capital Advisors is an investment advisory firm based in WESTLAKE, OH, with over 96 licensed agents and over 101 investment adviser representatives. They manage over $2.2 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides financial planning, portfolio management, and educational seminars. They also assist clients with selecting other financial advisors.
Prosperity Capital Advisors

30400 DETROIT ROAD

WESTLAKE, OH 44145

$2.25B

Assets Under Management

280

Total Clients

100

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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percentage of assets

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

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Todd Gehring-gervase’s Registration & Firm History

IN

05/01/2024 - Present

Prosperity Capital Advisors (Schereville IN)

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Licenses & Designations

IA

Issued 02/05/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/30/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/30/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/31/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Todd Michael Gehring-gervase.
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