Tech stack
No one at Gerstemeier Financial Group,LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Gerstemeier Financial Group,LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $111M held · filed Aug 2024
T
TIAA-Cref Individual & Institutional Services, LLC
Per Form ADV · $1M held · filed Aug 2024
Planning Light
Service providers
The firms Gerstemeier Financial Group,LLC works with. Tools marked “spotted on their website” are linked from or built into Gerstemeier Financial Group,LLC's own website (a client login, a scheduling link, a form).
Website Design