Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® Email and Phone Number
Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® work email
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Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® personal email
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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
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Ceo And Wealth AdvisorGertsema Wealth Advisors Oct 2018 - PresentSaint Joseph, Mo, Us
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Financial Advisor, Gertsema Wealth Management Group - StifelStifel Financial Corp. May 2013 - Oct 2018St. Louis, Mo, UsWe 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. -
Front Office ManagerMarriott St. Louis West 2008 - 2012St.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 service while achieving all budget goals.-Energized by meeting new guests, and the new challenges and problems to solve every day-Maintained strong guest satisfaction scores for staff service during tenure, including 12-week complete rooms renovation -
Home Show ManagerRj Promotions 2006 - 2007UsManaged 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 manager within first month-Collected, validated, and called leads to make sales-Worked with organizations within my markets to establish relationships and generate prospects for show-Created promotional material and marketing plans to businesses to attract potential vendors -
Director Of The Department Of Student ActivitiesUniversity Of Missouri 2001 - 2006Columbia, Mo, UsSelected, 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 Committee, where I was given a budget and complete control to select acts and venues. -Controlled all aspects of event planning, including negotiating directly with booking agents, purchasing advertising with local outlets, managing the media, and working directly with artists and tour managers.-Created marketing plans and worked with design center to create marketing material. Set up advertising with local print, television, and radio companies.-Worked directly with artist management to coordinate tech requests and artist needs for the day-of-show-Managed staff for load-in, set-up, and load-out-Managed a volunteer staff to run all aspects of the event, including ticketing, ushers, merchandise sales, and security. -Worked with Ticketmaster to coordinate sales strategies, ticket pulls, and other ticketing logistics.-Often called upon by other organizations to assist with planning, strategy and execution of events.-Negotiated offers and contracts with agents for national acts.Stifel Financial Corp., its affiliates, or subsidiaries do not endorse nor have any direct or indirect responsibility with respect tothis activity. -
Event Creator/ManagerBig Free Music Festival 2004 - 2005Created 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 and booked two stages with nationally and regionally touring acts, including show advance, creating secure backstage areas, production, tech requirements, and working directly with artist management.-Created a budget for the event, which needed approval from the Missouri Students Association-Set a schedule to rotate set times for 2 stages, including necessary set up, tear down, and on the fly sound check time while working with a city mandated curfew. Also coordinated times for staff, vendors, and roaming entertainment.-Managed a staff of over 50 volunteers and 50 paid stagehands and security to execute a free festival and maintain order.
Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® Skills
Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® Education Details
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University Of Missouri-ColumbiaBachelor'S Degree -
The American College Of Financial Services
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Bishop Leblond High SchoolHigh School Diploma
Frequently Asked Questions about Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif®
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 the current company?
Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif®'s current role is CEO, Wealth Advisor, Z-man Enthusiast.
What is Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif®'s email address?
Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif®'s email address is ng****@****ail.com
What schools did Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® attend?
Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® attended University Of Missouri-Columbia, The American College Of Financial Services, Bishop Leblond High School.
What skills is Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® known for?
Nicholas J. Gertsema, Cfp®, Chfc®, Ricp®, Aif® has skills like Estate Planning, Team Building, Social Media, Public Speaking, Retirement Income Strategies, Tax Planning, Retirement Planning, Sales, Trade Shows, Financial Planning, Retirement Income, Event Planning.
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