Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Cash Flow Management Strategies
34
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, 1998-2020
  • Ameriprise Client Experience Award, 2020

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.