Stephen Gerritz Experience and Education

Stephen L. Gerritz,    –    President and Chief Investment Officer

Gerritz Wealth Management, Inc.

Born Oct. 31, 1949

Business Experience & Education


January 99 to Present

Gerritz Wealth Management, Inc.

President and Chief Investment Officer

Fee Based Portfolio design, implementation, and monitoring

May 92 to January 99

Stephen Lee Gerritz (Sole Proprietor)

Investment & Financial Advisor

General financial planning consultation Fee Based Portfolio design, implementation, and monitoring

June 88 to May 92

Investment Management & Research, Inc.    Lake Oswego, OR

Financial Planning & Product Sales

Certified Financial Planner

Registered Representative responsible for preparing and implementing financial planning programs for individuals & small businesses

Jan. 88 to June 88

Martin/Panton, Inc.    Portland, OR

Branch Office Manager

I managed a group of sales representative.

Responsibilities included recruiting, training, and maintenance of NASD & SEC rules and regulations.

Nov. 86 to Jan. 88 PFG Securities, Inc.            Bellevue, WA Office of supervisory jurisdiction

Joint Branch Manager

Compliance maintenance and personal sales

Sept. 82 to Nov. 86 Anchor National Financial Services, Inc. Phoenix, AZ

Branch Office Manager

Financial Planning and OSJ operations were my duties.


Stephen L. Gerritz

University of Oregon, 1969 – 1970 Undergraduate studies Liberal Arts

State of Oregon, Insurance Division Oregon License in Health & Life Insurance, 1981

National Association of Securities Dealers Washington DC

Securities Exam successfully completed:

Series 7 Registered Representative 1982 Washington DC

Series 63 Multi-State Registration, 1982 Washington DC

Series 24 Registered Principal, 1983 Washington DC

College for Financial Planning — Certified Financial Planner designation, June 85

Areas of study included insurance, investments, retirement planning, estate planning, and retirement plan design.

Series 65 Uniform Investment Advisor law, 1992 Washington DC


Licensed to use of Certified Financial Planner designation

Institute Certified Financial Planners 1999

International Association for Financial Planning        1982

National Association of Active Investment Managers (NAAIM) 2009

Retirement Success in the New Economy

Are you retired or about to retire?

Big changes in the economic environment may have you wondering just how secure your future may be. Will you be able to sustain a comfortable life? Will your income keep up with inflation? Having a stable and a secure investment foundation is the key. Read More»

Call Stephen Gerritz, Registered Investment Advisor Representative, Today at 541-608-9958