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, Brad emphasizes a personalized, holistic approach to financial planning. He specializes in Medicare and Social Security planning, 401(k) optimization solutions, and strategies designed to minimize risk and taxes. Clients appreciate his commitment to a Client First philosophy, treating each individual like a close friend or family member. This dedication has earned him 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.
Brad and his wife, Monica, have worked together for over 25 years, serving clients’ needs. Residing in Otsego, MN, with their three children, they enjoy activities like volleyball, boating, and traveling. Above all, Brad’s passion lies in working closely with clients, ensuring their financial goals are met with care and expertise.
For those seeking a dedicated financial adviser, Brad Gerberding offers the experience and personalized service to navigate your financial future confidently.
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