Robert Gerstemeier has been President/Managing Member/CCO of Gerstemeier Financial Group,llc since April 2003, is a control person of the firm and directly owns 75% or more 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.
Investment adviser representative registrations
Robert Gerstemeier is registered as an investment adviser representative in 4 states. The first approvals date from June 2003; the most recent is California, in January 2024.
- CaliforniaSince 26 January 2024
- FloridaSince 20 April 2018
- IllinoisSince 13 June 2003
- OhioSince 20 April 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 April 2002 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Robert C. Gerstemeier
- CRD
- 4664996
- Firm
- Gerstemeier Financial Group,llc · CRD 127052
- Role
- President/Managing Member/CCO
- Registration
- Investment adviser registration
- In the industry since
- June 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Gerstemeier work?
Robert Gerstemeier has been President/Managing Member/CCO of Gerstemeier Financial Group,llc since April 2003, and is a control person of the firm.
Is Robert Gerstemeier a financial advisor?
Yes. Robert Gerstemeier has a current investment-adviser registration in California, Florida, Illinois and Ohio, through Gerstemeier Financial Group,llc since June 2003.
How many years of experience does Robert Gerstemeier have?
Robert Gerstemeier has 23 years in the financial industry, since June 2003, across 1 adviser firm.
What exams has Robert Gerstemeier passed?
Robert Gerstemeier passed the Series 65 in April 2002.
Is Robert Gerstemeier registered with FINRA?
No. Robert Gerstemeier has no current broker registration.
How can I verify Robert Gerstemeier’s record?
Search CRD 4664996 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Gerstemeier’s full registration record.