America's leader in financial planning*Gabriel Kerlik
 | MBA, CFP®, CRPC® Financial Advisor |
(402) 334-7265
1005 S 107th Ave
Ste 201
Omaha, NE 68114
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KERLIK, SADLER & ASSOCIATES
A financial advisory practice of
Ameriprise Financial Services, Inc.
My Philosophy
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.
Community Participation
- My passion for soccer brought me to coach U-6 soccer and act as Treasurer of the Southern Sarpy Activities Program (SSAP).
License information
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, CA, CO, FL, IA, MA, MN, MO, OH, TX, WA, VA
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
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.
- 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