Gertsema Wealth Advisors

Financial Services • St Joseph, Missouri, United States • 1-10 Employees

Company overview

Headquarters	1213 N Belt Hwy, Suite E, Saint Joseph, MO 64506, US
Phone number	+18162595060
Website	gertsema.net
NAICS	52
SIC	628
Keywords	Investment Management, Retirement Planning, Financial Planning
Founded	2018
Employees	1-10
Socials

Key Contacts at Gertsema Wealth Advisors

Nicholas J. Gertsema

Ceo And Wealth Advisor

Mike Gertsema

Chief Executive Officer

Taylor Riggs

Director Of Marketing And First Impressions

Gertsema Wealth Advisors Email Formats

Gertsema Wealth Advisors uses 1 email format. The most common is {first initial} (e.g., j@gertsema.net), used 100% of the time.

Format	Example	Percentage
{first initial}	j@gertsema.net	100%

About Gertsema Wealth Advisors

People deserve to understand what’s happening with their money. Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future. At Gertsema Wealth Advisors, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

Gertsema Wealth Advisors revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Gertsema Wealth Advisors has 7 employees across 4 departments.

Departments

Number of employees

Funding Data

Gertsema Wealth Advisors has never raised funding before.

Gertsema Wealth Advisors Tech Stack

Discover the technologies and tools that power Gertsema Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Simpli.fi

Advertising

Cloudflare Bot Management

Security

Gravity Forms

Form builders

HTTP/3

Miscellaneous

PHP

Programming languages

Open Graph

Miscellaneous

WP Rocket

Caching

WordPress

Blogs

Tailwind CSS

UI frameworks

MySQL

Databases

WP Engine

Hosting

Frequently asked questions

Gertsema Wealth Advisors is located in St Joseph, Missouri, US.

You can reach Gertsema Wealth Advisors at +18162595060.

Gertsema Wealth Advisors was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Gertsema Wealth Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.