In today’s complex financial landscape, having a trusted adviser is essential. Brad Gerberding, with over 25 years of experience in the financial industry, offers personalized, holistic financial planning to help clients achieve their goals. His journey began as an enterprising teen running an excavating and landscape business, followed by studies in aviation and business at the University of Minnesota, Mankato. Since 2007, Brad has been dedicated to insurance and financial services, bringing a well-rounded understanding of personal financial planning. His expertise includes eight years in mortgage and real estate, and three years collaborating with estate planning attorneys.
At Strategic Financial Group, Brad specializes in Medicare and Social Security planning, 401(k) optimization solutions, and strategies designed to minimize risk and taxes. He employs cutting-edge investment management and financial planning technology tools to develop comprehensive financial plans tailored to each client’s unique needs. Clients appreciate his client-first philosophy, treating every individual like a close friend or family member. This approach has earned him notable awards such as the Royal Fund Management Chairman’s Club award, President’s Club award, and Blue Partner Elite status at Blue Cross of Minnesota.
Brad and his wife, Monica, have worked together for over 25 years, serving clients’ needs. They reside in Otsego, MN, with their three children, Bradon, Madeline, and Rachel, enjoying activities like volleyball, boating, and traveling. Above all, Brad loves working closely with clients, embracing a Client First philosophy, and treating every client like a close friend or family member. Strategic Financial Group clients enjoy Brad’s energy and enthusiasm.
For those seeking a dedicated financial adviser, Brad Gerberding offers the expertise and personalized service to navigate your financial future.
Retirement Planning Advisor Minnesota Minnesota Wealth Management Firm Employee Retirement Plan Services