Derek
Gerstner
Cadaret, Grant & Co., Inc
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About this Advisor
Derek Gerstner is a financial advisor based in Hays, Kansas, working with Cadaret, Grant & Co., Inc. Derek has previously held positions at Simons Tax & Financial, Heritage Insurance Agency, Avantax Investment Services, Inc, and Cadaret, Grant & Co., Inc. Derek has passed the Series 63 regulatory exam and is registered to provide services in Kansas. Currently, Derek is part of Cadaret, Grant & Co., Inc, which operates out of Hays, Kansas. The firm has 287 offices and 761 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cadaret, Grant & Co., Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cadaret, Grant & Co., Inc Brokerage Details
$6,873,332,863
761
25,405
$270,550
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Derek Gerstner Work History
Cadaret, Grant & Co., Inc
Heritage Insurance Agency
Simons Tax & Financial
Avantax Investment Services, Inc
Disclosures
Please visit the SEC profile of Derek Gerstner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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