Unclaimed Profile

Gerald Wayne Nackers

OARSMAN CAPITAL, INC·MILWAUKEE, Wisconsin

SIE, Series 4, Series 6, Series 7, Series 24, Series 52TO, Series 53, Series 63Clean record25 years registeredOARSMAN CAPITAL, INC

759 NORTH MILWAUKEE STREET, MILWAUKEE, WI 53202CRD# 2017730Firm CRD# 109993

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gerald Wayne Nackers · MILWAUKEE, WI

Registration

CRD #2017730 · OARSMAN CAPITAL, INC · 25 years registered

Brand Profile

Not yet started

Career History

OSAIC ADVISORY SERVICES, LLC

Sep 2020 – present

TRIAD ADVISORS, LLC

Jul 2020 – Mar 2021

APPLETON, WI

EAGLE ONE INVESTMENTS, LLC

Sep 2009 – Dec 2012

APPLETON, WI

OARSMAN CAPITAL, INC

Dec 2008 – Dec 2020

BROOKFIELD, WI

NACKERS & ASSOCIATES, INC.

May 2001 – Jan 2009

BROOKFIELD, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 52TO

Series 53

Series 63

Registration record

First registered · May 1, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OARSMAN CAPITAL, INC

CRD 109993 · SEC 801-60988

AUM

$703M

Regulatory assets under management

Employees

1,628 client accounts

Services offered by OARSMAN CAPITAL, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OARSMAN CAPITAL, INC →

Introduction

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Frequently Asked Questions

What services does Gerald Wayne Nackers offer?

Gerald Wayne Nackers specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Gerald Wayne Nackers's credentials?

Gerald Wayne Nackers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gerald Wayne Nackers located?

Gerald Wayne Nackers is based in MILWAUKEE, Wisconsin, working with OARSMAN CAPITAL, INC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Gerald Wayne Nackers charge for services?

Gerald Wayne Nackers's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OARSMAN CAPITAL, INC?

OARSMAN CAPITAL, INC has approximately 14 employees and manages $703M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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