Brad Gerberding
Investment Adviser Representative at Strategic Financial Group
Based in Elk River, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Elk River
Industry
Financial Services
Company size
87
Contact information
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b•••••••@sfgplanning.com
Phone
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Background
About Brad Gerberding
Strategic Financial Group has spent over 18 years providing tailored financial planning services to individuals and businesses. The team specializes in areas such as Medicare and Social Security planning, 401(k) optimization, and strategies for risk and tax minimization. With expertise in offering 401(k) Pooled Employer Plans (PEPs), the organization aims to simplify retirement solutions, reduce administrative burdens, and mitigate fiduciary responsibilities for employers. The firm is committed to a Client First approach that emphasizes collaboration, care, and respect, ensuring personalized service for every client. Leveraging financial analysis and insurance expertise, the team works to align financial strategies with client goals, fostering long-term security and peace of mind.
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