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portrait of Thomas R Gershman
FINANCIAL ADVISOR

Thomas R Gershman

AAMS™, CRPC™
554 South Central Avenue, Marshfield, WI 54449opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Thomas

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to reach your long-term goals. I dedicate my time to make sure that I am up-to-date on the latest market and industry trends to offer the most timely and relevant advice. I enjoy sharing this information and educating my clients to make sure they get all the knowledge they seek to better...

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • New Investors
  • Retirement Income Strategies
  • Wealth Strategies

Work History

  • Edward JonesDecember 2021 to Current
  • Props Landing Waterfront BarJune 2020 to September 2020

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of ND-Grand ForksMasters

Personal Interests

  • Community Outreach
  • Outdoor Enthusiast
  • Record Collecting
  • Technology
  • Wine Collecting/Enthusiast

Team Members

  • Dawn McDonald
    Sr. Branch Office Administrator
  • Sheila Jantz
    Branch Office Administrator
  • Zachary Tibble
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(715) 387-8662

Fax

(888) 267-5288

Office Address

554 South Central Avenue
Marshfield, WI 54449opens in a new window

Mailing address

Po Box 1016
Marshfield, WI 54449

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