Profiel
Ms. Robyn Gerke is an Associate Portfolio Manager at Stoker Ostler Wealth Advisors, Inc. Prior to joining Stoker Ostler in 2002, she was a Radiology Receptionist at Iowa Health System and Clerical Assistant at University if Northern Iowa.
Ms. Gerke received a Master of Science degree in Personal Financial Planning from the College for Financial Planning.
She received a Bachelor of Arts degree in Finance and a Certificate of International Business from the University of Northern Iowa.
She is a member of the Financial Planning Association and FPA NexGen.
Eerdere bekende functies van Robyn Gerke
| Bedrijven | Functie | Einde |
|---|---|---|
Stoker Ostler Wealth Advisors, Inc.
 Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | Analyst-Equity | 30-06-2006 |
| University of Northern Iowa | Corporate Officer/Principal | - |
Iowa Health System
 Iowa Health System Hospital/Nursing ManagementHealth Services Iowa Health System provides health care services. The firm specializes in cardiac and vascular programs. The company was founded in 1995 and is headquartered in Des Moines, IA. | Corporate Officer/Principal | - |
Opleiding van Robyn Gerke
| University of Northern Iowa | Undergraduate Degree |
| The College for Financial Planning, Inc. | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Stoker Ostler Wealth Advisors, Inc.
Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | Finance |
Iowa Health System
Iowa Health System Hospital/Nursing ManagementHealth Services Iowa Health System provides health care services. The firm specializes in cardiac and vascular programs. The company was founded in 1995 and is headquartered in Des Moines, IA. | Health Services |
