user avatar

Robert Gerber

Advisor at Gerber Wealth, LLC

Updated today

Location

Wolcott, IN

Credentials

Series 63, Series 65

Industry experience

34 years

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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Most active in

Indiana

Work history

Gerber Wealth, LLC

2018 - Present (8 years)

Next Financial Group Inc

2014 - 2017 (3 years)

SELF EMPLOYED

1988 - Present (38 years)

Disclosures

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

Business activities & affiliations

Micah Z

Series 66

Monticello, IN

Edward Jones

Micah Zehr is a financial advisor at Edward Jones based in Monticello, IN, holding a Series 66 credential with three years of industry experience. Prior to joining Edward Jones, he spent ten years with FBI Buildings Inc. His publicly disclosed outside business activities do not include any personal ventures. 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 advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Founder/Business Owner
user avatar

Kenneth V

ChFC®, Series 63, Series 66

Rensselaer, IN

LPL Financial

Kenneth Van Houten is a financial advisor at LPL Financial with 11 years of industry experience. He holds the ChFC®, Series 63, and Series 66 designations. Prior to joining LPL Financial in 2023, he worked at Edward Jones for six years and at Horace Mann Investors, Inc. and Davis & Wallman Financial, LLC for three years each. Outside of his advisory role, he is the owner of Fenwick Farms Brewing Company in Rensselaer, IN. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

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
user avatar

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

Morgan L

Series 66

Fowler, IN

Edward Jones

Morgan Lange is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked previously at Broker Dealer Financial Services Corp. and Fowler State Bank. Lange has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")