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Gabriel Kerlik
CFP®, CRPC®, MBA
Financial Advisor
Certified Financial Planner™ practitioner
KERLIK, SADLER & ASSOCIATES A financial advisory practice of Ameriprise Financial Services, Inc.
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(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.
More people come to Ameriprise for financial planning than any other company.1
- An Ameriprise-associated financial advisor franchise
- I am licensed and registered to conduct business in NE.
Based on licenses and registrations I hold, I may also conduct certain business in AZ, CA, CO, FL, IA, KS, MA, MN, MO, OH, TX, WA.
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
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Community Service
- My passion for soccer brought me to coach U-6 soccer and act as Treasurer of the Southern Sarpy Activities Program (SSAP).
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The Team
Joan E. LeBaron
Associate Financial Advisor
joan.e.lebaron@ampf.com
1005 S 107th Ave
Ste 201
Omaha, NE 68114
Phone: (402) 334-7265
Fax: (402) 334-9409
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Qualifications
- Chartered Retirement Planning Counselor - CRPC
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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNERTM 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.
1. Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec 31, 2006.