Rebecca
Gersonde

Mcqueen Financial Advisors Ii, Inc

CRD#5036093
Investment Advisor
in Clawson, MI

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About this Advisor

Rebecca Gersonde is a financial advisor who works in Clawson, Michigan who has 1 year of relevant experience. Gersonde is currently employed by Mcqueen Financial Advisors Ii, Inc. Throughout their career, Gersonde has worked at Heber Fuger Wendin, Inc and Mcqueen Financial Advisors Ii, Inc. Gersonde maintains a Series 65 license, designating them as an investment advisor representative, and is approved to work in Michigan. Mcqueen Financial Advisors Ii, Inc is a registered investment firm that has its headquarters in Clawson, MI. It oversees $12 billion in total assets among its 145 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The business has a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fees charged by Mcqueen Financial Advisors Ii, Inc can include any combination of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

1239 Anderson Road
Clawson, MI 48017

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Mcqueen Financial Advisors Ii, Inc Brokerage Details

Total Assets Under Management

$11,794,814,698

MI Average: $943,424,332
Total Number of Employees

49

MI Average: 21
Total Number of Accounts

145

MI Average: 1,586
Average Account Size

$81,343,550

MI Average: $594,845

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Rebecca Gersonde Work History

Rebecca has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Mcqueen Financial Advisors Ii, Inc

1999 - Present (25 years)

Heber Fuger Wendin, Inc

2014 - 2022 (8 years)

Heber Fuger Wendin, 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 Rebecca Gersonde 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 Mcqueen Financial Advisors Ii, Inc

Rebecca Gersonde
Clawson, MI

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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