Brian K. Gerhardson,  CFP<sup>&reg;</sup> - Financial Advisor

Brian K. Gerhardson, CFP®

Financial Advisor

Ameriprise Financial Services, LLC

South End Wealth Management, 546 Tremont Street
Boston, MA 02116-6314
FINANCIAL ADVISOR'S WEBSITE
(617) 426-3416

General

Brian Gerhardson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, LLC in Boston, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources