With over 25 years in the financial industry, Brad Gerberding has dedicated his career to helping clients achieve their financial goals. As an Investment Adviser Representative at Strategic Financial Group in Otsego, Minnesota, Brad offers personalized, holistic financial planning services tailored to each client’s unique needs.
Brad’s journey began as an enterprising teen, running an excavating and landscape business. He later attended the University of Minnesota, Mankato, where he studied aviation and business. In 2007, Brad transitioned into insurance and financial services, bringing with him a well-rounded understanding of personal financial planning. His experience also includes eight years in mortgage and real estate, as well as three years working closely with estate planning attorneys.
At Strategic Financial Group, Brad specializes in Medicare and Social Security planning, 401(k) optimization solutions, and strategies designed to minimize risk and taxes. He believes in a client-first philosophy, treating every client like a close friend or family member. This approach has earned him notable awards, including the Royal Fund Management Chairman’s Club award, President’s Club award, and Blue Partner Elite status at Blue Cross of Minnesota.
Brad met his wife, Monica, in college, and together they have worked in business for over 25 years, serving clients’ needs. The couple and their three children, Bradon, Madeline, and Rachel, reside in Otsego, MN, where they enjoy spending time together playing volleyball, boating, and traveling.
Above all, Brad loves working closely with clients. He welcomes and cares for every client, embracing a Client First philosophy, and treating every client like a close friend or family member. Strategic Financial Group clients enjoy Brad’s energy and enthusiasm.
For those seeking comprehensive financial planning services, Brad Gerberding and the team at Strategic Financial Group are ready to assist you in developing a personalized roadmap to financial success.
Professional Account Management 401(k) Pool Employer Plan Minnesota Fiduciary Financial Advisor Minnesota