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Our financial advice team


Chad Gerst, Financial Advisor serving the Fairmont, MN area - Ameriprise Advisors

Chad Gerst

Financial Advisor

Investors Advisory Management Group
25
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

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Small Business
  • Investment Management
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Insurance

Qualifications

  • Series 6
  • Series 7
  • Series 24
  • Series 63
  • Life, Accident and Health

Education

  • BA, Business Management & Public Communications, Luther College, Decorah, IA

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Amery Lions Club - Amery, WI
  • The Leukemia & Lymphoma Society

Interests

I enjoy spending time with my wife and children, coaching youth football, and attending my kids' activities

My top Values:

  • Family
  • Integrity
  • Loyalty
  • Leadership
  • Excellence