Gabriel Kerlik

CFP®, MBA, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner

KERLIK, SADLER & ASSOCIATES A financial advisory practice of Ameriprise Financial Services, Inc.

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Gabriel Kerlik Ameriprise Financial Advisor
Office location
1005 S 107th Ave
Ste 201
Omaha, NE 68114

Team Information


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Get Directions Map & directions
(402) 334-7265
gabriel.x.kerlik@ampf.com

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.


Areas of Focus

  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Protection and Insurance
  • Estate Planning Strategies
  • Family Planning/Family Changes
  • Saving for Education
  • Asset Allocation
  • General Financial Planning
Community Service & Personal Interests
  • My passion for soccer brought me to coach U-6 soccer and act as Treasurer of the Southern Sarpy Activities Program (SSAP).
The Team

Joan E. LeBaron
Associate Financial Advisor
joan.e.lebaron@ampf.com

1005 S 107th Ave
Ste 201
Omaha, NE 68114

(402) 334-7265
(402) 334-9409

Qualifications

  • Chartered Retirement Planning Counselor - CRPC
  • I am licensed and registered to conduct business in NE.
  • Based on licenses and registrations I hold, I may also conduct certain business in ND, MD, AZ, CA, CO, FL, IA, MA, MN, MO, OH, TX, WA
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.