Drew Gerling
MSFS, CFP®, ChFC®, CLU®, CAP®, FIC, RICP®
Wealth Advisor
Financial guidance focused on your goals and values
State(s) Licensed: AZ, CA Insurance Lic. #4276598, FL, IA, LA, MD, MN, MT, NC, NJ, NV, OK, SD, TX, UT, VA, WI
Phone: 763-746-3119
Address:
701 Xenia Ave S Ste 550
Minneapolis, MN 55416
Financial guidance focused on your goals and values
State(s) Licensed: AZ, CA Insurance Lic. #4276598, FL, IA, LA, MD, MN, MT, NC, NJ, NV, OK, SD, TX, UT, VA, WI
Proudly serving Golden Valley and the West Metro
Welcome!
As a Wealth Advisor my goal is to establish an ongoing financial relationship with you to help you reach your financial goals. I specialize in helping people be more secure in areas of:
• Retirement income planning
• Estate/Wealth Transfer Strategies
• Investment management
• Protecting loved ones against the impact of long term care, death, and disability
• Charitable giving
• College planning
My office is centrally located in Golden Valley to help service people in the entire west metro area. Call or stop by my office to learn more or set up an appointment.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Minneapolis Office
- Phone:
- 763-746-3119
Hours
M – F: 9 a.m. – 5 p.m.