David Gerdt has been Shareholder of Van Der Noord Financial Advisors since July 2019, is not listed as a control person, but directly owns between 10% and 25% of the firm. David Gerdt holds a BS in Computer Science from Bob Jones University.
Van Der Noord Financial Advisors, Inc. is a Greer, SC firm with $152M under management, 126 clients and 2 advisers across 2 offices, as of its January 2026 filing.
David Gerdt is Senior Financial Advisor of Van Der Noord Financial Advisors, Inc. He has been with the firm since 2011 and has over 15 years experience in financial planning. He also serves as the firm's Investment Portfolio Manager, responsible for building and maintaining client household portfolios.
David Gerdt’s longest registration is the current one, 10 years at Van Der Noord Financial Advisors since 2016. Before joining Van Der Noord Financial Advisors in 2016, David Gerdt was registered through THF Advisors, LLC.
- – present · 10 yearsGreer, SC · Adviser representative · Firm CRD 135556
- THF Advisors, LLC– · 5 yearsGreenville, SC · Adviser representative · Firm CRD 165997
Professional designations
Listed by Van Der Noord Financial Advisors
- Certified Financial Planner (CFP®)
Investment adviser representative registrations
David Gerdt is registered as an investment adviser representative in South Carolina, since July 2016.
- South CarolinaSince 13 July 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 March 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- David Thomas Gerdt
- CRD
- 5927975
- Firm
- Van Der Noord Financial Advisors · CRD 135556
- Role
- Shareholder
- Office
- THE VILLAGE AT THORNBLADE, 420 THE PARKWAY, SUITE G2, Greer, SC 29650
- Registration
- Investment adviser registration
- In the industry since
- March 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- vandernoordfinancial.com
Where does David Gerdt work?
David Gerdt has been Shareholder of Van Der Noord Financial Advisors, Inc. since July 2019.
Is David Gerdt a financial advisor?
Yes. David Gerdt has a current investment-adviser registration in South Carolina, through Van Der Noord Financial Advisors since July 2016.
How many years of experience does David Gerdt have?
David Gerdt has 13 years in the financial industry, since March 2013, across 2 adviser firms.
What exams has David Gerdt passed?
David Gerdt passed the Series 65 in March 2013.
Where is David Gerdt based?
David Gerdt’s registered office is in Greer, SC.
Is David Gerdt registered with FINRA?
No. David Gerdt has no current broker registration.
Is David Gerdt a CFP?
Van Der Noord Financial Advisors lists David Gerdt with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.
Source: David Gerdt, CFP® biography, vandernoordfinancial.com
How can I verify David Gerdt’s record?
Search CRD 5927975 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Gerdt’s full registration record.