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Gabriel Kerlik, Private Wealth Advisor serving the Omaha, NE area - Ameriprise Advisors

Gabriel Kerlik

CFP®, MBA, BFA, CRPC, APMA

Private Wealth Advisor

Deep Sky Wealth

An Ameriprise Private Wealth Advisor

22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science in Business Administration, City University, 1999
  • Master of Business Administration in Finance, University of Central Missouri, 2001

Awards & recognition

  • Deep Sky Wealth, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2021-2023

Community participation

  • Member of Lincoln Chamber of Commerce
  • Member of Omaha Chamber of Commerce
  • Supports Food Bank for the Heartland
  • Supports Food Bank of Lincoln
  • Supports Alzheimer's Association

Interests

  • Fast Cars
  • Outdoors
  • Family Travel
  • Reading
  • Landscaping