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Perfil
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.
Antiguos cargos conocidos de Robyn Gerke.
| Empresas | Cargo | Fin |
|---|---|---|
Stoker Ostler Wealth Advisors, Inc.
 Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler formulates investment advice and manages client assets with the use of different methods of analysis, such as asset allocation, individual securities, equity securities, fixed-income securities, municipal bonds, mutual funds and ETFs, and closed-end interval funds. The firm uses a variety of investment strategies that consider the client’s best interests. Their investment advice is based on many factors, such as the client’s investment objectives, risk tolerance, tax positions and objectives, asset class preferences, time horizons, liquidity needs, and expected returns. | Analyst-Equity | 30/06/2006 |
University of Northern Iowa
 University of Northern Iowa Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | - |
Iowa Health System
 Iowa Health System Hospital/Nursing ManagementHealth Services Operates and provides hospitals, clinics and home care services | Corporate Officer/Principal | - |
Formación de Robyn Gerke.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
17
Relaciones de 1er grado
4
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
Stoker Ostler Wealth Advisors, Inc.
Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler formulates investment advice and manages client assets with the use of different methods of analysis, such as asset allocation, individual securities, equity securities, fixed-income securities, municipal bonds, mutual funds and ETFs, and closed-end interval funds. The firm uses a variety of investment strategies that consider the client’s best interests. Their investment advice is based on many factors, such as the client’s investment objectives, risk tolerance, tax positions and objectives, asset class preferences, time horizons, liquidity needs, and expected returns. | Finance |
The College for Financial Planning, Inc.
 The College for Financial Planning, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Northern Iowa
University of Northern Iowa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Iowa Health System
Iowa Health System Hospital/Nursing ManagementHealth Services Operates and provides hospitals, clinics and home care services | Health Services |
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