Gerhard
Axen

Ausdal Financial Partners, Inc

CRD#1392513
Investment Advisor
in Batavia, IL

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About this Advisor

Gerhard Axen is a chartered financial consultant operating in Batavia, Illinois with a total of 10 years of relevant experience. Axen is an advisor for Ausdal Financial Partners, Inc. They have spent their whole employment at Ausdal Financial Partners, Inc. Axen has a Series 63 license, qualifying them as a securities agent, and is registered to serve investors in Illinois. Ausdal Financial Partners, Inc is an advisory firm that has its headquarters in Davenport, IA. The company has offices in 125 locations and a total of 325 financial advisors. It controls $1 billion in assets across its 8,303 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises eight charities and foundations. Of its 8,303 customer accounts, 22% are held by high-net-worth investors who have greater than $1 million in investable assets. Ausdal Financial Partners, Inc offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial management fee schedules depend on the type of services provided. Fee types billed by Ausdal Financial Partners, Inc most likely are comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

115 Flinn Street Suite B
Batavia, IL 60510

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Ausdal Financial Partners, Inc Brokerage Details

Total Assets Under Management

$1,415,697,036

IL Average: $9,259,360,772
Total Number of Employees

325

IL Average: 166
Total Number of Accounts

8,303

IL Average: 7,189
Average Account Size

$170,504

IL Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Gerhard Axen Work History

Gerhard has been registered as a financial advisor for 10 years.*

2008 - Present (16 years)

Ausdal Financial Partners, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gerhard Axen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ausdal Financial Partners, Inc

Heidi Burgoyne
Downers Grove, IL
Brandon Hurckes
East Peoria, IL
Brad Stuart
Davenport, IA
Jeff Sondhelm
Davenport, IA
Christopher Buti
Davenport, IA
Samuel Julian
Davenport, IA
Vincent Corso
Schaumburg, IL
Robert Batutis
Downers Grove, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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