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Gerrin Patrick Degroot

MSP WEALTH MANAGEMENT, LLC·KLAMATH FALLS, Oregon
Clean recordMSP WEALTH MANAGEMENT, LLC
824 PINE STREET, KLAMATH FALLS, OR 97601CRD# 4817044Firm CRD# 306522

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gerrin Patrick Degroot · KLAMATH FALLS, OR
Registration
CRD #4817044 · MSP WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gerrin Patrick Degroot is a registered financial advisor based in KLAMATH FALLS, Oregon, affiliated with MSP WEALTH MANAGEMENT, LLC. 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
MSP WEALTH MANAGEMENT, LLC
MSP WEALTH MANAGEMENT, LLC
AUM
$170M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at MSP WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4817044
Firm CRD# 306522
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gerrin Patrick Degroot offer?
Gerrin Patrick Degroot specializes in Financial Planning, Investment Management. Contact their office in KLAMATH FALLS, Oregon for a consultation.
What are Gerrin Patrick Degroot's credentials?
Gerrin Patrick Degroot is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerrin Patrick Degroot located?
Gerrin Patrick Degroot is based in KLAMATH FALLS, Oregon, working with MSP WEALTH MANAGEMENT, LLC. Their office serves clients in the KLAMATH FALLS metropolitan area and surrounding communities.
How does Gerrin Patrick Degroot charge for services?
Gerrin Patrick Degroot's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MSP WEALTH MANAGEMENT, LLC?
MSP WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $170M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MSP WEALTH MANAGEMENT, LLC

Autumn Brooke Armbruster
KLAMATH FALLS, OR
Andrew Eldon Peterson
KLAMATH FALLS, OR
John Thomas Carr
LAKE OSWEGO, OR
Terrence John Scroggin
KLAMATH FALLS, OR

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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