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Joshua David Gerry

WEALTH MANAGEMENT GROUP, L.L.C.·INVERNESS, Illinois
Unclaimed Profile
1605 WEST COLONIAL PARKWAY, INVERNESS, IL 60067CRD# 2391253Firm CRD# 318657
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
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
No disclosures on file
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 in INVERNESS
Timothy Bernard Woods — WEALTH MANAGEMENT GROUP, L.L.C.Daniel Bruce Ault — NEW VISTA INVESTMENT GROUP, LLCMark Raymond Kirincich — NEW VISTA INVESTMENT GROUP, LLCPatricia Dixon Kirincich — NEW VISTA INVESTMENT GROUP, LLCKimberly Ann Ault — NEW VISTA INVESTMENT GROUP, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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