AdvisorOS Directory
Claim Profile
Unclaimed Profile
MG

Michael Robert Gerke

BADGLEY, PHELPS AND BELL, INC.·SEATTLE, Washington
Series 65Clean record25 years registeredBADGLEY, PHELPS AND BELL, INC.
1420 FIFTH AVENUE, SEATTLE, WA 98101-2349CRD# 4557286Firm CRD# 108392

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Robert Gerke · SEATTLE, WA
Registration
CRD #4557286 · BADGLEY, PHELPS AND BELL, INC. · 25 years registered
Brand Profile
Not yet started
01

Career History

BADGLEY PHELPS WEALTH MANAGERS
Aug 2021 – present
BADGLEY PHELPS WEALTH MANAGERS
Aug 2001 – Aug 2021
SEATTLE, WA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 15, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BADGLEY, PHELPS AND BELL, INC.
CRD 108392 · SEC 801-9075
AUM
$3.8B
Regulatory assets under management
Employees
22
1,938 client accounts
Services offered by BADGLEY, PHELPS AND BELL, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BADGLEY, PHELPS AND BELL, INC. →
Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SEATTLE?

Browse all registered financial advisors in SEATTLE, Washington or claim this profile if it's yours.

Browse SEATTLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Michael Robert Gerke offer?
Michael Robert Gerke specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are Michael Robert Gerke's credentials?
Michael Robert Gerke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Robert Gerke located?
Michael Robert Gerke is based in SEATTLE, Washington, working with BADGLEY, PHELPS AND BELL, INC.. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Michael Robert Gerke charge for services?
Michael Robert Gerke's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BADGLEY, PHELPS AND BELL, INC.?
BADGLEY, PHELPS AND BELL, INC. has approximately 22 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in SEATTLE, Washington

Gregory James Conway
CJ PARTNERS LLC·SEATTLE, WA
Brian Matthew Johnson
DOHJ, LLC·SEATTLE, WA
CFP
Connor James Donnelly
MADISON PARK ADVISORS·SEATTLE, WA
Howard Davis Miracle
MARSHALL & SULLIVAN INC·SEATTLE, WA
Stuart Remley Robertson
SHAREBUILDER ADVISORS, LLC·SEATTLE, WA
James Dayton Guard
HBC FINANCIAL SERVICES, PLLC·SEATTLE, WA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Washington
BELLEVUE (192)SPOKANE (71)VANCOUVER (58)BELLINGHAM (41)TACOMA (34)KIRKLAND (30)GIG HARBOR (28)EDMONDS (22)MERCER ISLAND (19)OLYMPIA (17)
City Guides
BELLEVUE GuideSPOKANE GuideVANCOUVER GuideBELLINGHAM GuideTACOMA Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Request removal of this profile