Matt Gerlach, Financial Advisor located in Verona, WI

Financial Advisor
Matt Gerlach

CEPA®, AAMS®
951 Kimball Lane Suite 104, Verona, WI 53593opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Sustainable Investing

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Golfing
  • Hockey
  • Traveling
  • Coaching Sports

Team Members

  • Amy Deterding
    Associate Financial Advisor
  • Tracy Markle
    Sr. Branch Office Administrator
  • Adriana Genthe
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(608) 848-8801

Fax

(877) 266-9402

Office Address

951 Kimball Lane Suite 104
Verona, WI 53593opens in a new window

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