Laura Gerstemeier has been Treasurer of Gerstemeier Financial Group,llc since August 2009, is a control person of the firm and directly owns under 5% of it.
Gerstemeier Financial Group,llc is a firm with $143M under management, 75 clients and 2 advisers across 2 offices, as of its March 2026 filing.
- – present · 17 yearsNaples, FL · Adviser representative · Firm CRD 127052
Investment adviser representative registrations
Laura Gerstemeier is registered as an investment adviser representative in 4 states. The first approvals date from August 2009; the most recent is California, in January 2024.
- CaliforniaSince 26 January 2024
- FloridaSince 20 April 2018
- IllinoisSince 25 August 2009
- OhioSince 26 August 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 February 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Laura J Gerstemeier
- CRD
- 5706938
- Firm
- Gerstemeier Financial Group,llc · CRD 127052
- Role
- Treasurer
- Office
- Naples, FL
- Registration
- Investment adviser registration
- In the industry since
- August 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does Laura Gerstemeier work?
Laura Gerstemeier has been Treasurer of Gerstemeier Financial Group,llc since August 2009, and is a control person of the firm.
Is Laura Gerstemeier a financial advisor?
Yes. Laura Gerstemeier has a current investment-adviser registration in California, Florida, Illinois and Ohio, through Gerstemeier Financial Group,llc since August 2009.
How many years of experience does Laura Gerstemeier have?
Laura Gerstemeier has 17 years in the financial industry, since August 2009, across 1 adviser firm.
What exams has Laura Gerstemeier passed?
Laura Gerstemeier passed the Series 65 in February 2009.
Where is Laura Gerstemeier based?
Laura Gerstemeier’s registered office is in Naples, FL.
Is Laura Gerstemeier registered with FINRA?
No. Laura Gerstemeier has no current broker registration.
How can I verify Laura Gerstemeier’s record?
Search CRD 5706938 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Laura Gerstemeier’s full registration record.