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Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® Email & Phone Number

CEO, Wealth Advisor, Z-man Enthusiast at Gertsema Wealth Advisors
Location: St Joseph, Missouri, United States 6 work roles 3 schools
1 work email found @stifel.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email g****@stifel.com
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Current company
Role
CEO, Wealth Advisor, Z-man Enthusiast
Location
St Joseph, Missouri, United States

Who is Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif®? Overview

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Quick answer

Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® is listed as CEO, Wealth Advisor, Z-man Enthusiast at Gertsema Wealth Advisors, based in St Joseph, Missouri, United States. AeroLeads shows a work email signal at stifel.com and a matched LinkedIn profile for Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif®.

Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® previously worked as CEO and Wealth Advisor at Gertsema Wealth Advisors and Financial Advisor, Gertsema Wealth Management Group - Stifel at Stifel Financial Corp.. Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® holds Bachelor'S Degree from University Of Missouri-Columbia.

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Email format at Gertsema Wealth Advisors

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*@stifel.com
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Profile bio

About Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif®

Nick has a passion for service and taking care of people. He will strive to find out what he can do to put his clients in the best position to succeed.Nicholas Gertsema is a Wealth Advisor with Gertsema Wealth Advisors. He got his start in the industry in 2013, when he moved with his wife and children from St. Louis, to his old hometown of St. Joseph, MO. Although Nick was initially not too excited by the prospect of moving back to where he grew up, his wife immediately fell in love with the town and reminded Nick why he loved the area so much.Nick graduated from Bishop Leblond High School and holds a Bachelor of Science degree from the University of Missouri. He and his wife, Rebekah, have five children: Thomas, John, Elliott, Emmaline, and Maxwell. His family also has two dogs, Chuck Norris and Kelce, a Treeing Walker Coonhound and a purebred mutt.Nick earned the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services and has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. He has also passed the Series 7 and Series 66 licensing exams.Nick loves spending time with his wife and five kids. If the weather is decent, they are usually outside in their yard, camping, Geocaching, or fishing. Nick is obsessed with music and typically doesn’t do anything without a soundtrack. He likes everything from Pink Floyd to Metallica to Willie Nelson to The National. He is a huge sports fan and loves his KC Chiefs, KC Royals, Mizzou, and St. Louis Blues (until KC gets an NHL team).GETTING TO KNOW NICKFavorite food: Z-Man from Joe’s Kansas CityBest piece of financial advice received: Hope for the best but plan for the worst because hope is not a sound financial strategy.Favorite quote: It is what it is, but it will be come what you make of it.Favorite book: Devil in the White City by Erik LarsonFavorite movie: Good Will HuntingFavorite TV show: The WireWhat motivates you: Taking care of peopleFavorite holiday: 4th of JulySomething on your bucket list: Hiking the Incan Trail to Machu Picchu

Listed skills include Estate Planning, Team Building, Social Media, Public Speaking, and 25 others.

Current workplace

Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif®'s current company

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Gertsema Wealth Advisors
Gertsema Wealth Advisors
CEO, Wealth Advisor, Z-man Enthusiast
AeroLeads page
6 roles · 25 years

Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® work experience

A career timeline built from the work history available for this profile.

Financial Advisor, Gertsema Wealth Management Group - Stifel

St. Louis, MO, US

We specialize in helping clients focused on retirement planning by designing portfolios based on individual goals, risk tolerance, and income needs. Our goal is to pamper clients with communication, education, and service to meet or exceed their expectations.

May 2013 - Oct 2018

Front Office Manager

St.louis, Missouri, US

-Responsible for all front office operations, hiring, training, and strategic planning for 300 room full-service hotel. -Named 2010 Associate of the Year out of 200+ associatesPromoted from Desk Agent, to Supervisor, to Department Head in 2 ½ years-Managed front desk, PBX, bell stand, concierge, and night audit personnel to provide best in class guest.

2008 - 2012 ~4 yrs

Home Show Manager

US

Managed all aspects of operations, marketing, and promotions for home shows. Worked as primary salesperson for the shows in my market, as well as secondary salesperson for shows in nearby markets.-Set floor plan, set booth spaces, worked with building management and show decorators to have show set before vendor set up-Promoted from salesperson to show.

2006 - 2007 ~1 yr

Director Of The Department Of Student Activities

Columbia, MO, US

Selected, trained, supervised, and managed a staff of 22 Committee Chairpersons over 6 different committees to produce all aspects of event management included booking artists, marketing, and day-of-show event management. -Managed events that ranged from minimal attendance to over 12,500 attendees.-Worked as Senior Chairperson for the College Music.

2001 - 2006 ~5 yrs

Event Creator/Manager

Big Free Music Festival

Created a music festival which included 2 stages of entertainment, food distribution, and other entertainment, all free of charge.-Created festival grounds for a festival of an estimated 10,000 attendees. This included working with local police to create security plans, creating parking plans, and creating a perimeter to the grounds. -Negotiated contracts.

2004 - 2005 ~1 yr
3 education records

Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® education

Bachelor'S Degree

University Of Missouri-Columbia

Education record

The American College Of Financial Services

High School Diploma

Bishop Leblond High School
FAQ

Frequently asked questions about Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif®

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

What company does Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® work for?

Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® works for Gertsema Wealth Advisors.

What is Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif®'s role at Gertsema Wealth Advisors?

Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® is listed as CEO, Wealth Advisor, Z-man Enthusiast at Gertsema Wealth Advisors.

What is Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif®'s email address?

AeroLeads has found 1 work email signal at @stifel.com for Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® at Gertsema Wealth Advisors.

Where is Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® based?

Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® is based in St Joseph, Missouri, United States while working with Gertsema Wealth Advisors.

What companies has Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® worked for?

Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® has worked for Gertsema Wealth Advisors, Stifel Financial Corp., Marriott St. Louis West, Rj Promotions, and University Of Missouri.

How can I contact Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif®?

You can use AeroLeads to view verified contact signals for Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® at Gertsema Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® attend?

Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® holds Bachelor'S Degree from University Of Missouri-Columbia.

What skills is Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® known for?

Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® is listed with skills including Estate Planning, Team Building, Social Media, Public Speaking, Retirement Income Strategies, Tax Planning, Retirement Planning, and Sales.

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