Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Michael Gerbig is an Investment Advisor Representative with Osaic Wealth, Inc., headquartered in Scottsdale, Arizona. Todd is a highly experienced financial professional with a strong focus on providing comprehensive financial planning and portfolio management services to individuals, families, and businesses. He is committed to helping clients achieve their financial goals by developing personalized strategies that align with their unique circumstances and objectives. His experience with both small and large firms demonstrates his ability to navigate the complexities of the financial industry and provide clients with the best possible outcomes. Todd's dedication to client service, combined with his expertise in financial planning and investment management, makes him a valuable resource for those seeking guidance and support on their financial journey.
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.
Guidance on pension options to ensure a secure financial future.
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.
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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WI
01/19/2024 - Present
Osaic Wealth, Inc. (GREEN BAY WI)
WI
02/13/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (GREEN BAY WI)
WI
10/31/2012 - 02/13/2018
SII INVESTMENTS, INC. (DE PERE WI)
WI
01/03/2011 - 11/06/2012
METLIFE SECURITIES INC. (DE PERE WI)
WI
08/19/2010 - 01/04/2011
CATHOLIC FINANCIAL SERVICES CORPORATION (MILWAUKEE WI)
WI
04/01/2008 - 07/14/2010
AMERITAS INVESTMENT CORP. (GREEN BAY WI)
NY
05/26/1992 - 04/04/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
05/26/1992 - 04/04/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/19/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/31/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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