In today’s complex financial landscape, having a trusted adviser is essential. With over 25 years in the financial industry, Brad Gerberding offers comprehensive financial planning services tailored to individual needs. His journey began as an enterprising teen running an excavating and landscape business, leading him to study aviation and business at the University of Minnesota, Mankato. Since 2007, Brad has been dedicated to insurance and financial services, bringing a well-rounded understanding of personal financial planning. His expertise includes eight years in mortgage and real estate, and three years collaborating closely with estate planning attorneys.
At Strategic Financial Group, located at 9040 Quaday Ave NE, Suite 205, Otsego, MN 55330, Brad helps clients develop personalized, holistic, and comprehensive financial plans. He specializes in Medicare and Social Security planning, 401(k) optimization solutions, and strategies designed to minimize risk and taxes. Embracing a Client First philosophy, Brad treats every client like a close friend or family member, ensuring a comfortable and trustworthy planning experience. Clients consistently praise the team for their 5-star service, honesty, trustworthiness, and responsiveness.
Brad’s commitment to excellence is evident through notable awards such as the Royal Fund Management Chairman’s Club award, President’s Club award, and Blue Partner Elite status at Blue Cross of Minnesota. Alongside his wife, Monica, they’ve worked together for over 25 years, serving clients’ needs. Residing in Otsego, MN, with their three children, they enjoy family activities like volleyball, boating, and traveling.
For those seeking a dedicated financial adviser, Brad Gerberding offers the expertise and personalized care to guide you toward financial success. To learn more or schedule a consultation, visit Strategic Financial Group’s website or contact their office directly.
401(k) Fiduciary Services Employer Sponsored Retirement Plans Minnesota Investment Adviser