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Doug Gjerde Email & Phone Number

I focus on retirement planning and tax reduction. I guide clients to gain clarity and confidence in retirement. Managing Partner and Wealth Advisor | CFP®, MBA, CEPA at Heritage Financial Partners, LLC
Location: Green Bay, Wisconsin, United States 5 work roles 3 schools
1 work email found @heritagefinancialllc.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Role
I focus on retirement planning and tax reduction. I guide clients to gain clarity and confidence in retirement. Managing Partner and Wealth Advisor | CFP®, MBA, CEPA
Location
Green Bay, Wisconsin, United States

Who is Doug Gjerde? Overview

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Doug Gjerde is listed as I focus on retirement planning and tax reduction. I guide clients to gain clarity and confidence in retirement. Managing Partner and Wealth Advisor | CFP®, MBA, CEPA at Heritage Financial Partners, LLC, based in Green Bay, Wisconsin, United States. AeroLeads shows a work email signal at heritagefinancialllc.com and a matched LinkedIn profile for Doug Gjerde.

Doug Gjerde previously worked as Managing Partner, Wealth Advisor at Heritage Financial Partners, Llc and Director, Small Business Development Center at University Of Wisconsin-Green Bay. Doug Gjerde holds Mba, Management from Rensselaer Polytechnic Institute.

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Email format at Heritage Financial Partners, LLC

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{first}@heritagefinancialllc.com
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Profile bio

About Doug Gjerde

Doug's specialty is helping guide families on their journey to work toward becoming financially confident retirees. He focuses on retirement planning, particularly lowering taxes in retirement. Lowering taxes may extend your retirement savings and provide you with extra money in retirement by avoiding invisible pitfalls. To join Ed Slott's Elite IRA Advisor GroupSM, Doug spent many hours in seminars and completed exams. He has gained tax reduction knowledge and skills in safeguarding retirement assets because of his ongoing education. Doug teaches workshops on taxes in retirement.Before he joined the Air Force, Doug earned a degree in Electrical Engineering and worked in the semiconductor business. He served in the Air Force from 1985 to 1992, flying as a navigator and bombardier on B-52s and rising to the rank of Captain. The skills he developed navigating complex operations were well-suited for leading people on the road to, and through, their retirement risks. Doug has a Masters in Business Administration (MBA) and is also a CERTIFIED FINANCIAL PLANNERTM. It was only natural for him to achieve the Certified Exit Planning Advisor credential since he had previously earned the CFP® in addition to his prior years advising company owners.Doug is also passionate about helping people in the community and around the world. He is a fan of Rotary International. He has been an active member of the Packerland Sunrise Rotary Club since 2017. As a member of Rotary, Doug is dedicated to the organization's goal of improving our world through literacy and peace, as well as water and health.Even though he has lived in seven different states, Green Bay has been his home for the longest time. Doug lives here with his wife, Anita. They raised three children here: Eric, Annie, and Ben. Anita is a contract administrator for the Veterans Administration. Both love camping, kayaking, hiking, and biking.

Listed skills include Estate Planning, Portfolio Management, Financial Advisory, Investments, and 5 others.

Current workplace

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Heritage Financial Partners, LLC
Heritage Financial Partners, Llc
I focus on retirement planning and tax reduction. I guide clients to gain clarity and confidence in retirement. Managing Partner and Wealth Advisor | CFP®, MBA, CEPA
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5 roles · 43 years

Doug Gjerde work experience

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Managing Partner, Wealth Advisor

Current

Green Bay, Wisconsin, Us

We help guide middle-class millionaires in their journey to work towards becoming and staying financially secure in retirement. We assist families in gaining and maintaining clarity and confidence using our five-step approach, which has been perfected over 30 years. It's a big step to retire or sell a business, which is why you don't want to trip over it. We guide professionals and families in becoming organized and prepared for the third stage of life.Services:Financial PlanningOur team of financial advisors will design a plan to evaluate your current financial situation and help direct you toward true financial freedom.Retirement PlanningWe’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-steps process.Tax PlanningOur team reviews your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.Investment ManagementOur disciplined, time-tested investment strategies provide your portfolio with proactive service you need to pursue your goals.Estate PlanningOur estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.Ed Slott’s Elite IRA Advisor Group is a group of financial professionals who pay a fee to attend a seminar that explores regulations, tax updates and other issues regarding individual retirement accounts. It does not qualify a financial professional to provide investment recommendations, or advice. Ed Slott and Ed Slott’s Master Elite IRA Advisory GroupSM are not affiliated with CWM, LLC.

Jul 2006 - Present

Director, Small Business Development Center

University Of Wisconsin-Green Bay

The Wisconsin Small Business Development Center at UW-Green Bay is part of a statewide network supporting entrepreneurs and business owners through no-cost, confidential consulting and targeted educational programs.

Aug 1996 - Jun 2006

Vice President, Marketing

Tulsa, Oklahoma, Us

TMA Systems, L.L.C. provides computerized maintenance management systems that include desktop and Web-based solutions. The company offers WebTMA, a Web-based facility asset management and maintenance management software. Its solutions provide organizations to manage the work flow process, including work order, preventive maintenance, materials/inventory, project, contract, asset, space, fleet, and utility management. The company also provides implementation and training, consulting, and administration planning services, as well as system integration and data collection services. It offers its solutions for educational, healthcare, corporate, government, telecommunications, transportation, manufacturing, and retail organizations. TMA Systems, L.L.C. was founded in 1988 and is based in Tulsa, Oklahoma.

Jul 1992 - Jul 1996

Navigator

Randolph Afb, Tx, Us

Captain, Navigator and Radar Navigator (Bombardier) on B-52.Flew 11 combat missions in the Gulf War. Befriended some great people and had some interesting adventures flying planes that were older than I was.

1985 - 1991 ~6 yrs

Applications Engineer

Carson City, Nevada, Us

http://www.micromanipulator.com/Application in areas ranging from new device test and characterization, to yield enhancement, failure analysis and Wafer Level Reliability (WLR). Our equipment supports the lowest noise and current DC measurement levels. If your wafer inspection challenges include RF/Microwave, look to our RF adaptations.

1984 - 1985 ~1 yr
3 education records

Doug Gjerde education

Mba, Management

Rensselaer Polytechnic Institute

Bs, Electrical Engineering

Northern Illinois University

Education record

Ottawa Township High School
FAQ

Frequently asked questions about Doug Gjerde

Quick answers generated from the profile data available on this page.

What company does Doug Gjerde work for?

Doug Gjerde works for Heritage Financial Partners, LLC.

What is Doug Gjerde's role at Heritage Financial Partners, LLC?

Doug Gjerde is listed as I focus on retirement planning and tax reduction. I guide clients to gain clarity and confidence in retirement. Managing Partner and Wealth Advisor | CFP®, MBA, CEPA at Heritage Financial Partners, LLC.

What is Doug Gjerde's email address?

AeroLeads has found 1 work email signal at @heritagefinancialllc.com for Doug Gjerde at Heritage Financial Partners, LLC.

Where is Doug Gjerde based?

Doug Gjerde is based in Green Bay, Wisconsin, United States while working with Heritage Financial Partners, LLC.

What companies has Doug Gjerde worked for?

Doug Gjerde has worked for Heritage Financial Partners, Llc, University Of Wisconsin-Green Bay, Tma Systems, Llc, United States Air Force, and Micromanipulator.

How can I contact Doug Gjerde?

You can use AeroLeads to view verified contact signals for Doug Gjerde at Heritage Financial Partners, LLC, including work email, phone, and LinkedIn data when available.

What schools did Doug Gjerde attend?

Doug Gjerde holds Mba, Management from Rensselaer Polytechnic Institute.

What skills is Doug Gjerde known for?

Doug Gjerde is listed with skills including Estate Planning, Portfolio Management, Financial Advisory, Investments, Tax Management, Tax Planning, Retirement Planning, and Wealth Management.

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