Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Cash Flow Management Strategies
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLTC® Certified Long Term Care®

Education

  • B.S. in Business, Carlson School of Management, University of Minnesota, 1986

Interests

  • Running Marathons and Traveling

Community participation

Brian Gerhardson is a member of Fenway Health's Board of Visitors.

Brian Gerhardson is a sponsor of Fenway Health's Leadership Circle.

Brian Gerhardson is a sponsor of Victory Programs' Boston Living Center's Cornerstone Partner Program.

Brian Gerhardson is a sponsor of University of Minnesota's Dean Circle.

Brian Gerhardson is the recipient of the Union Park Neighborhood Association's Outstanding Business Award 2016.

For our support of the lesbian, gay, bisexual and transgender (LGBT) community, Ameriprise is honored to be recognized as a Best Place to Work for LGBT Equality by the Human Rights Campaign Foundation.

Awards & recognition

  • Ameriprise Circle of Success, 1998-2017