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Brad Gerberding
Investment Adviser Representative
OFFICE: 763.241.8197

FAX: 763.447.3613


SERVICE AREA:
Minnesota
OFFICE LOCATION
9040 Quaday Ave NE, Suite 205
Otsego, MN 55330


HOURS
Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Or by appointment
CONNECT WITH ME:
Areas of Focus

Brad helps clients develop a personalized, holistic, and
comprehensive financial plan. He specializes in Medicare and
Social Security planning, 401(k) optimization solutions, as well as
strategies designed to minimize risk and taxes.  Above all, Brad enjoys working closely with clients. He welcomes and cares for every client, embracing a Client First philosophy, and treats every client like a close friend or family member.

Interests & Community Participation

Brad met his wife, Monica, in college and they have worked in
business together for over 25 years serving clients’ needs. The
couple and their three children reside in Otsego, MN, where they enjoy spending time together playing volleyball, boating, and traveling.

 

Experience

Brad began his career in insurance and financial services in
2007 and has a well-rounded understanding of various aspects
of personal financial planning. He also brings eight years of
mortgage and real estate experience, as well as three years of
experience working closely with estate planning attorneys.  Brad has over 25 years of experience in the financial industry.

Education

University of Minnesota, Mankato Aviation/Business, 1993

 

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