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GERSTEMEIER FINANCIAL GROUP,LLC
CRD 127052 · SEC 801-124711
CA, United States
Phone
630-420-6601
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$143.0M
Discretionary AUM
$143.0M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $15.5M |
| High net worth individuals | 43 | $125.7M |
| Charitable organizations | 2 | $1.8M |
States served
CA, IL, OH, FL
All web addresses on file
Official SEC filing: View on IAPD