Our Services

Hickerson & Gerhard Financial offers a variety of fee and commission based services through LPL Financial to help meet your financial consulting needs.  During the intitial consultation we will listen to your preferences and objectives then proceed accordingly.

Fee based services include...

  • Financial planning - retirement planning, distribution planning, college funding, cash flow analysis, etc. (hourly fee/flat fee)
  • Service Fees 2023
  • Wealth management -  advisory services  (% of assets under management fee)

Commission based services include...

  • Brokerage services - stocks, bonds, ETF's, UIT's, CD's, etc.
  • Investment services - analysis, selection and monitoring
  • Insurance - life
  • Annuities - variable, fixed and equity-indexed