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Robert Scott Gerber

Advisor at Gerber Wealth, LLC — Wolcott, IN

Updated today

Credentials

Series 63, Series 65

Experience

34 years

Location

Wolcott, IN

Gerber Wealth, LLC

Independent

Total advisors

1

Clients per advisor

20 Typical

Avg AUM per client

$0 Very Low

HNW client ratio

0% Low

About

Robert Gerber is the principal and sole advisor at Gerber Wealth, LLC, an independent firm based in Wolcott, Indiana. He holds Series 63 and Series 65 licenses and has 34 years of industry experience, including prior roles at Next Financial Group Inc and self-employment since 1988. Gerber serves on several local boards, including a public school board and nonprofit education and community development organizations. Gerber Wealth, LLC provides financial planning, retirement plan consulting, and oversight of third-party investment advisers for individuals, high-net-worth clients, and business entities. The firm matches clients with external advisers based on their goals and risk profiles and conducts ongoing monitoring, while outsourcing portfolio management and custody.

Client services

Based on Gerber Wealth, LLC

Financial planning Selection of other advisers

Expertise

Based on Gerber Wealth, LLC

General retirement planning Social Security optimization Income planning General tax planning

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Fee options

Fixed

Fixed financial planning fees ranging from $500 to $3,000

Commissions

Commission from insurance products may be received and can waive financial planning fees

Project-based

Up to $200 per hour for financial planning and consulting services

Other

Fee-only: Financial planning fixed fees range from $500 to $3,000; hourly fees up to $200 per hour

Location

Wolcott, IN

Wolcott IN

Advisors at this office

1

Most active in

Indiana

Work history

34 years of industry experience

Gerber Wealth, LLC

2018 - Present • 8 years

Wolcott, IN

Next Financial Group Inc

2014 - 2017 • 3 years

Wolcott, IN

SELF EMPLOYED

1988 - Present • 38 years

Wolcott, IN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 66

Monticello, IN

Edward Jones

Micah Zehr is a financial advisor with Edward Jones in Monticello, IN, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he spent ten years with FBI Buildings Inc. His spouse is a partner in a rental real estate business, Cousins Rental, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices across the United States.

Charitable giving & philanthropy Retirement income strategy Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner Newlywed/Engaged Young Families Intergenerational Families
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Kenneth V

ChFC®, Series 63, Series 66

Rensselaer, IN

LPL Financial

Kenneth Van Houten is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 66 licenses. He has 12 years of industry experience, including roles at Edward Jones and Horace Mann Investors. Outside of his advisory work, he is the owner of Fenwick Farms Brewing Company, a business based in Rensselaer, Indiana. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of financial planning and investment management services to individuals, retirement plans, banks, and institutions. The firm supports its advisors with model portfolios, third-party asset management, and technology tools, managing over $819 billion in discretionary assets through a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brock H

Series 66

Rensselaer, IN

LPL Financial

Brock Hurley is a Series 66 licensed financial advisor affiliated with LPL Financial in Rensselaer, Indiana. He has held advisory roles at Bravo 4 Financial and LPL Financial since 2026. His prior work experience includes positions at Purdue University, M&R AG Services, and Rensselaer Central School Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Christine B

CFP®, Series 66

Rensselaer, IN

Edward Jones

Christine Bogan is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked in legal roles including ten years at the Jasper County Prosecutor's Office and held a position as an adjunct professor at Indiana University Northwest teaching a course on the Legal Environment of Business. She is also a partial owner of a small travel business operated with her spouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Wealth management Cash flow / budgeting Retired Founder/Business Owner Executive

Sean Y

CFP®, Series 63, Series 66

Rensselaer, IN

Edward Jones

Sean Yallaly is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2006, accumulating 19 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is president of a commercial property business in Rensselaer, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of advisors and offices. The firm offers discretionary and non-discretionary strategies, tax-efficient services, and maintains affiliated capabilities including mutual funds and a trust company.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Kristina H

Series 66

Monticello, IN

Edward Jones

Kristina Hunt Shidler is a Series 66–licensed financial advisor at Edward Jones with four years of industry experience. She has worked at Edward Jones since 2021 and has prior experience with NuSkin and Mary Kay. Outside of her advisory role, she has been involved as a brand affiliate and independent beauty consultant in the skin care industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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