Brandon Cole Gerber

Financial Advisor

  • Office 260-443-7646
  • Mobile 260-273-9850

Professional

Brandon is a Financial Advisor for Northwestern Mutual Wealth Management Company. His team knows you probably have financial advisors, estate advisors, tax advisors and even culture telling you why money is important. But what if they don't have the full picture? Like how money shapes your heart, your family, your life? How generosity transforms people and connects us to the heart of our generous God? How you've never really met an unhappy generous person?

His team specializes in estate and wealth transfer planning, and business succession planning. They provide thier clients expert guidance for a lifetime of financial security. Brandon's passion is helping individuals, families, and businesses maximize their God-given relationships, resources, and time to help them fulfill their purpose, create a bigger impact, and a bigger future. Brandon does this by working with his clients to define their goals and dreams, then developing solutions to help achieve these dreams.

He is passionate about meeting new people, connecting with them, and helping them grow. He serves as a Financial Advisor with the Northwestern Mutual Wealth Management Company, as CEO of BCG Capital, and as Co-Author of Life by Design Not by Chance.

Brandon has established a Board of Advisors who meets regularly to hold him accountable, brainstorm for solutions, and help him along the way. The purpose of his Board of Advisors is to create a group of like-minded and inspiring superstars who exchange ideas and constructively critique his strategies.

Whether your financial goals entail saving for your retirement, your children's education or just anticipating and preparing for life's best - and worst - scenarios, when you write down your financial goals, your mind goes to work, and opportunities present themselves.

Financial planning requires a commitment of time—yours and his. Brandon will work to understand your current personal and financial circumstances and your goals for the future. He will work to do more than determine a planning solution by building a strategy that is right for you. Together, you will work to develop a financial plan that balances your short-term needs with your long-term goals.

And Brandon will stay in touch, so as your needs evolve over time you can make the changes necessary to your plan protecting your overall financial picture for the future.

Associations and Memberships

Million Dollar Round Table:

Brandon Gerber is a member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

National Association of Insurance and Financial Advisors:

Brandon Gerber is a member of the National Association of Insurance and Financial Advisors (NAIFA). The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

Wells County Chamber of Commerce:

Years of Experience

Representing Northwestern Mutual since 2013.

Education

Degree Major Institution
Bachelor of Arts Business Administration Bethel College
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck