Gerardo
Martin
Allspring Funds Management, LLC
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About this Advisor
Gerardo Martin is a financial advisor based in Menomonee Falls, Wisconsin, working with Allspring Funds Management, LLC. Gerardo has previously held positions at Wells Fargo Home Mortgage, Wells Fargo Advisors, LLC, Wells Fargo Bank, Wells Fargo Clearing Services, LLC, and Wells Fargo Funds Distributor, LLC. Gerardo has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Wisconsin. Currently, Gerardo is part of Allspring Funds Management, LLC, which operates out of Menomonee Falls, Wisconsin. The firm has 1 office and 513 employees. The firm manages assets totaling $300.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Allspring Funds Management, LLC includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Allspring Funds Management, LLC Brokerage Details
$300,798,686,558
513
8,078
$37,236,777
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Gerardo Martin Work History
Wells Fargo Funds Distributor, LLC
Wells Fargo Bank
Wells Fargo Advisors, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Bank
Wells Fargo Home Mortgage
Disclosures
Please visit the SEC profile of Gerardo Martin 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 Allspring Funds Management, LLC
Manahawkin, NJ
Charlotte, NC
Menomonee Falls, WI
Boston, MA
Charlotte, NC
Boston, MA
Boston, MA
Charlotte, NC
The content in this profile was updated by SmartAsset on 6/19/2024. 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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