Todd Gerbig

Todd has built a career dedicated to guiding individuals and families toward financial security. His journey began in 1990, selling life insurance, before obtaining his securities licenses in 1992 and expanding his expertise over the years. A personal financial planning class in college sparked his passion for helping others navigate the complexities of financial decision-making.

Todd takes pride in the lasting relationships he has cultivated with his clients, providing strategic guidance to help them achieve their financial goals and confidently adapting to ever-changing market conditions. His deep understanding of economic trends, coupled with his commitment to transparent and actionable advice, ensures his clients stay informed and empowered.

Todd has his Series 7 and Series 63 securities licenses in addition to his Life and Health Insurance licenses.

Beyond his professional career, Todd is honored to have served in the U.S. Army for three years and the Wisconsin Army National Guard for eight years, instilling discipline, resilience, and a strong sense of service that carries into his work as a financial advisor.

Todd and his wife, Jane, have called the Town of Ledgeview home since 2002, where they have raised their two adult children, Sydney and Ethan. Outside of work, he enjoys spending time with family and friends, camping, golfing, and traveling.