Kevin Gerard, CFA®, CFP®

Independent Branch Leader and Financial Consultant

+1 262-240-3942

Financial credentials

  • Chartered Financial Analyst®
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 6, 7, 9, 10, 24, 26, 27, 51, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

39 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2012-present
  • President, Gerard Asset Management, LTD., 1993-2012
  • Registered Representative, Strong Funds, 1988-1993
  • Mutual Fund Accountant, Strong Funds, 1986-1988

Education

  • Marquette University, Bachelors of Science--Accounting

Personal interests and affiliations

  • member, CFA Institute
  • member, CFA Society of Milwaukee

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

Modal can be closed by pressing Escape key.