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Our financial advice team


Gabriel Kerlik Ameriprise Financial Advisor

Gabriel Kerlik

CFP®, MBA, BFA, CRPC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Deep Sky Wealth
18
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.

Areas of focus

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

Interests

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

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

Qualifications

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

Education

  • Bachelors of Science in Business Administration, City University, 1999
  • Masters of Business Administration in Finance, University of Central Missouri, 2001
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