# Gerstemeier Financial Group

Gerstemeier Financial Group is a Bank / Wealth / Trust based in Oak Brook, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Oak Brook, United States
- **Region:** North America
- **Address:** Oak Brook, IL, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** g-fg.com

## Regulatory record

- **CRD number:** 127052
- **SEC file number:** 801-124711
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-02T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127052

## About

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.

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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