Michael Gerke has been Wealth Manager of Badgley Phelps Wealth Managers since January 2025, is a control person of the firm and directly owns under 5% of it. Michael Gerke holds a Master of Science in Finance from Seattle University and a Bachelor of Business Administration from the University of Washington.
Badgley Phelps Wealth Managers, LLC is a Seattle, WA firm with $7.28B under management, 1,356 clients and 26 advisers across 4 offices, as of its March 2026 filing.
Mike Gerke is Wealth Manager, Research Analyst of Badgley Phelps Wealth Managers. In 2001 he joined the firm as an investment manager and is a member of its research team. Before joining, he was an investment manager at Bank of America, working with institutional and private clients, and was a member of the Northwest Region Equity Strategy Committee there.
Michael Gerke’s longest registration was 19 years at Badgley Phelps Wealth Managers (2001–2021). Before joining Badgley Phelps Wealth Managers in 2021, Michael Gerke was registered through Badgley Phelps Wealth Managers.
- – present · 5 yearsSeattle, WA · Adviser representative · Firm CRD 315440
- Badgley Phelps Wealth Managers– · 19 yearsSeattle, WA · Adviser representative · Firm CRD 108392
Professional designations
Listed by Badgley Phelps Wealth Managers
- CPWA®
Investment adviser representative registrations
Michael Gerke is registered as an investment adviser representative in Washington, since August 2021.
- WashingtonSince 2 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 July 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michael Robert Gerke
- CRD
- 4557286
- Firm
- Badgley Phelps Wealth Managers · CRD 315440
- Role
- Wealth Manager
- Office
- 1420 Fifth Avenue, Suite 3200, Seattle, WA 98101
- Registration
- Investment adviser registration
- In the industry since
- August 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- badgley.com
Where does Michael Gerke work?
Michael Gerke has been Wealth Manager of Badgley Phelps Wealth Managers, LLC since January 2025, and is a control person of the firm.
Is Michael Gerke a financial advisor?
Yes. Michael Gerke has a current investment-adviser registration in Washington, through Badgley Phelps Wealth Managers since August 2021.
How many years of experience does Michael Gerke have?
Michael Gerke has 25 years in the financial industry, since August 2001, across 2 adviser firms.
What exams has Michael Gerke passed?
Michael Gerke passed the Series 65 in July 2001.
Where did Michael Gerke work before Badgley Phelps Wealth Managers?
Before Badgley Phelps Wealth Managers, Michael Gerke was registered through Badgley Phelps Wealth Managers (CRD 108392), August 2001 to August 2021.
Where is Michael Gerke based?
Michael Gerke’s registered office is in Seattle, WA.
Is Michael Gerke registered with FINRA?
No. Michael Gerke has no current broker registration.
How can I verify Michael Gerke’s record?
Search CRD 4557286 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Gerke’s full registration record.
Julie Parisio RoyChief Executive Officer and Wealth Manager
David SprattChief Compliance Officer and Chief Operating Officer
James CallaghanWealth Manager
Curtis PepinDirector of Marketing
Steven PhelpsWealth Manager
Patrick RodgersWealth Manager
Calvin SprangerFixed Income Manager and Wealth Manager
Timothy ThomasChief Investment Officer and Wealth Manager
Katherine WhamWealth Manager
Megan WileyWealth Manager and Financial Planner