Gerardo
Martin

Allspring Funds Management, LLC

CRD#6701538
Investment Advisor
in Menomonee Falls, WI

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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

Series 65, Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

100 Heritage Reserve Floor 1
Menomonee Falls, WI 53051

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Allspring Funds Management, LLC Brokerage Details

Total Assets Under Management

$300,798,686,558

WI Average: $3,625,019,099
Total Number of Employees

513

WI Average: 22
Total Number of Accounts

8,078

WI Average: 1,917
Average Account Size

$37,236,777

WI Average: $1,890,985

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

2019 - Present (5 years)

Wells Fargo Funds Distributor, LLC

2017 - 2019 (2 years)

Wells Fargo Bank

2016 - 2016 (< 1 year)

Wells Fargo Advisors, LLC

2016 - 2019 (3 years)

Wells Fargo Clearing Services, LLC

2015 - 2017 (2 years)

Wells Fargo Bank

2007 - 2015 (8 years)

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

Delia Mellen
Charlotte, NC
Evan Couture
Boston, MA
Ellen Golterman
Boston, MA
Thomas Flynn
Charlotte, NC
David Kashtan
Manahawkin, NJ
Joseph Crowley
Boston, MA
Margaret Wade
Boston, MA
Kristin Carcio
Boston, MA

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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