Unclaimed Profile

Joseph Gebhart

CREDENTIALED WEALTH ADVISORS, LLC·COLORADO SPRINGS, Colorado

SIE, Series 7, Series 66Clean record9 years registeredCREDENTIALED WEALTH ADVISORS, LLC

5550 TECH CENTER DRIVE, COLORADO SPRINGS, CO 80919CRD# 6710514Firm CRD# 312517

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Gebhart · COLORADO SPRINGS, CO

Registration

CRD #6710514 · CREDENTIALED WEALTH ADVISORS, LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CREDENTIALED WEALTH ADVISORS, LLC

CREDENTIALED WEALTH ADVISORS, LLC

Oct 2021 – Jan 2024

COLORADO SPRINGS, CO

EDWARD JONES

Nov 2016 – Oct 2021

PUEBLO, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 22, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CREDENTIALED WEALTH ADVISORS, LLC

CRD 312517 · SEC 801-120355

AUM

$136M

Regulatory assets under management

Employees

956 client accounts

Services offered by CREDENTIALED WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CREDENTIALED WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Gebhart offer?

Joseph Gebhart specializes in Financial Planning, Investment Management.

What are Joseph Gebhart's credentials?

Joseph Gebhart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Gebhart located?

Joseph Gebhart is based in COLORADO SPRINGS, Colorado, last registered with CREDENTIALED WEALTH ADVISORS, LLC.

How does Joseph Gebhart charge for services?

Joseph Gebhart's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CREDENTIALED WEALTH ADVISORS, LLC?

CREDENTIALED WEALTH ADVISORS, LLC has approximately 2 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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