TrueAdvisor
TrueAdvisor
CG
CG

Christopher Edward Gehrts

Wellth Advisory Services, LLC
9 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Wellth Advisory Services, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
2,383 clients
Average Client Portfolio
$9.9M average
Assets Under Management
$23.6B

Fee Structure

Financial Planning:Investment management only

Location

Shorewood, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wellth Advisory Services, LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Stancorp Equities, INC.Broker
January 2023 - August 2024 · 1 yr 7 mos
Securian Financial Services, INC.Broker
June 2016 - December 2022 · 6 yrs 6 mos
Aal Capital Management CorporationBroker
July 1998 - December 1998 · 5 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.