RIA Intel›Advisers›GERSTEMEIER FINANCIAL GROUP,LLC

GERSTEMEIER FINANCIAL GROUP,LLC

Advisory

N·

Data as of Mar 2, 2026 · Source: SEC Form ADV

Total AUM
$143M
1-Year AUM Growth
+4.8%
3-Year CAGR
+1.5%
Employees
2
Assets Under Management
Total AUM$143M
Discretionary AUM$143M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients70
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record7
First FilingMar 23, 2022
Latest FilingMar 2, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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