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Gerstemeier Financial Group
Founded in 2003 and based in Oak Brook, Illinois, Gerstemeier Financial Group provides investment advisory and financial planning services to individuals,...
Gerstemeier Financial Group
Founded in 2003 and based in Oak Brook, Illinois, Gerstemeier Financial Group provides investment advisory and financial planning services to individuals, high-net-worth families, trusts, estates, and small business entities in the Chicago metropolitan area. The firm operates as a locally focused wealth manager rather than an institutional asset allocator. Gerstemeier's advisory mix spans retirement-income planning, taxable portfolio construction, and long-term wealth preservation strategies. The firm constructs client portfolios using individual securities, ETFs, and mutual funds, and it may access alternative investments through third-party platforms or private placements for qualified clients, though no specific fund structures or direct-deal activity are publicly documented (public record). The firm runs a lean operation from a single office in Oak Brook, a western suburb of Chicago. No team-size figures, additional offices, or named adjacent vehicles — such as a philanthropic foundation or a private investment partnership — appear in public disclosures. Gerstemeier does not publish an AUM number nor disclose total client assets. Structurally, Gerstemeier Financial Group fits the mold of a traditional Midwestern RIA or trust-adjacent advisory: a small, owner-operated book of relationships built on long-term financial planning. Its local footprint and lack of institutional distribution or externally marketed fund products differentiate it from national wealth platforms and multi-family offices.
General information
Firm type
Bank / Wealth / Trust
Year founded
2003
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Oak Brook
Corporate office
Oak Brook, IL, United States
Frequently asked questions
Who runs Gerstemeier Financial Group?
The firm's public filings and website do not name a current CEO or lead portfolio manager. Gerstemeier Financial Group was established in 2003 and operates as an Illinois-based wealth management practice; specific principal ownership and key investment decision-makers are not publicly disclosed.
What services does Gerstemeier Financial Group offer?
The firm provides investment advisory services including financial planning, retirement-income planning, portfolio management, and advisory services for trusts, estates, charitable organizations, corporations, and business entities, per its public disclosures.
Does Gerstemeier Financial Group publish its assets under management?
No. Gerstemeier Financial Group does not disclose assets under management or total client assets in public filings or on its website.
Is Gerstemeier Financial Group a single-family office?
No. Gerstemeier Financial Group is structured as a wealth management firm serving multiple individuals, families, trusts, and businesses, primarily in the Chicago area. It does not operate as a dedicated single-family office.
Does Gerstemeier Financial Group invest in private equity or venture capital?
The firm does not publicly describe a direct private equity or venture capital program. Its core advisory work centers on traditional portfolio management. Any alternative-investment access for clients would likely come through third-party fund platforms, though no such arrangements are publicly documented.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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