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David Thomas Gerdt

VAN DER NOORD FINANCIAL ADVISORS, INC.·GREER, South Carolina
Series 65Clean record13 years registeredVAN DER NOORD FINANCIAL ADVISORS, INC.
THE VILLAGE AT THORNBLADE, GREER, SC 29650CRD# 5927975Firm CRD# 135556

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Thomas Gerdt · GREER, SC
Registration
CRD #5927975 · VAN DER NOORD FINANCIAL ADVISORS, INC. · 13 years registered
Brand Profile
Not yet started
01

Career History

VAN DER NOORD FINANCIAL ADVISORS, INC.
Jul 2016 – present
THF ADVISORS, LLC
Mar 2013 – Nov 2018
GREENVILLE, SC
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 27, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556 · SEC 801-120664
AUM
$120M
Regulatory assets under management
Employees
4
345 client accounts
Services offered by VAN DER NOORD FINANCIAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VAN DER NOORD FINANCIAL ADVISORS, INC. →
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05

Frequently Asked Questions

What services does David Thomas Gerdt offer?
David Thomas Gerdt specializes in Financial Planning, Investment Management. Contact their office in GREER, South Carolina for a consultation.
What are David Thomas Gerdt's credentials?
David Thomas Gerdt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Thomas Gerdt located?
David Thomas Gerdt is based in GREER, South Carolina, working with VAN DER NOORD FINANCIAL ADVISORS, INC.. Their office serves clients in the GREER metropolitan area and surrounding communities.
How does David Thomas Gerdt charge for services?
David Thomas Gerdt'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 VAN DER NOORD FINANCIAL ADVISORS, INC.?
VAN DER NOORD FINANCIAL ADVISORS, INC. has approximately 4 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VAN DER NOORD FINANCIAL ADVISORS, INC.

Richard Vandernoord
GREER, SC

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in South Carolina
GREENVILLE (88)CHARLESTON (52)COLUMBIA (48)FORT MILL (24)MOUNT PLEASANT (22)MT. PLEASANT (14)ROCK HILL (9)GREENWOOD (9)SPARTANBURG (8)SENECA (8)
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Research
Advisor Fees in South CarolinaNational Fee Analysis
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