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Joshua David Gerry

WEALTH MANAGEMENT GROUP, L.L.C.·INVERNESS, Illinois
Clean recordWEALTH MANAGEMENT GROUP, L.L.C.
1605 WEST COLONIAL PARKWAY, INVERNESS, IL 60067CRD# 2391253Firm CRD# 318657

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua David Gerry · INVERNESS, IL
Registration
CRD #2391253 · WEALTH MANAGEMENT GROUP, L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joshua David Gerry is a registered financial advisor based in INVERNESS, Illinois, affiliated with WEALTH MANAGEMENT GROUP, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VESTGEN ADVISORS, LLC
VESTGEN ADVISORS, LLC
AUM
$660M
Regulatory assets under management
Employees
75
Total firm employees
View all advisors at VESTGEN ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2391253
Firm CRD# 318657
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joshua David Gerry offer?
Joshua David Gerry specializes in Financial Planning, Investment Management. Contact their office in INVERNESS, Illinois for a consultation.
What are Joshua David Gerry's credentials?
Joshua David Gerry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua David Gerry located?
Joshua David Gerry is based in INVERNESS, Illinois, working with WEALTH MANAGEMENT GROUP, L.L.C.. Their office serves clients in the INVERNESS metropolitan area and surrounding communities.
How does Joshua David Gerry charge for services?
Joshua David Gerry'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 WEALTH MANAGEMENT GROUP, L.L.C.?
WEALTH MANAGEMENT GROUP, L.L.C. has approximately 75 employees and manages $660M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTH MANAGEMENT GROUP, L.L.C.

Craig George Bolanos
INVERNESS, IL
Ferian Nickelson
INVERNESS, IL
Leslie Marie Bolanos
INVERNESS, IL
Timothy Bernard Woods
INVERNESS, IL

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
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