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Edward G

CFP®, Series 66

21811, MD

OSAIC

Edward Gerner is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Prior to joining OSAIC, he spent 15 years at Woodbury Financial Services, Inc. He is also president of R. K. Tongue Co., Inc., an insurance brokerage firm. Additionally, he serves as a member at-large for the Beach Lacrosse Club, a nonprofit youth sports organization. OSAIC Wealth, Inc. provides integrated brokerage and advisory services to a diverse client base that includes individuals, institutions, and charitable entities. The firm offers a range of investment solutions supported by asset-allocation tools, risk assessments, and third-party money managers, operating through a large network of affiliated advisors.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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