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Treasurer · Gerstemeier Financial Group,llc

Laura J Gerstemeier

CRD 5706938 · Named on Form ADV at one SEC-registered adviser

At a glance

Gerstemeier Financial Group,llc, an SEC-registered wealth manager with $143 million in regulatory assets, lists Laura J Gerstemeier on its Form ADV as Treasurer, a control person.

Firms and roles

AtlasMembers

Laura’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2009 (17 years)
Designations
Certified Financial Planner
Exams
Series 65
Registered in
4 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Laura’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
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Previous firms, with start and end dates
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Employment history
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States they’re registered in
Locked
Outside business activities
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When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Laura’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.