Gertsema Wealth Services, Inc.
An Independent Firm

History & Mission

My investment career began in 1991 with American Express Financial Advisors. As a personal financial advisor, I offered investments and fee-based personal financial planning, retirement planning, tax planning and estate planning, earning Silver Team Planner status. In 1997, I joined Dain Bosworth, Inc., as an investment executive and gained valuable experience working for a regional brokerage firm that allowed me to offer clients a larger variety of investment options from CDs and government and corporate bonds, to stocks, preferred stocks, mutual funds, annuities and life insurance.

Throughout my career, I’ve focused on each client’s goals, time horizons, asset allocation, diversification and, most importantly, on providing all of my clients with excellent client service. I joined Raymond James Financial Services on March 1, 2002, in order to give my clients even more. Raymond James has helped me to offer a wider array of investments and services, and afforded me the freedom to keep my clients’ best interests at the forefront. I believe the independence I enjoy as an affiliate of Raymond James is essential to providing my clients with the best possible service.

My wife Vicki and I live in St. Joseph and have three children. Angela, our eldest, is a graduate of Iona College in New Rochelle, NY. Our son Nicholas is a graduate of the University of Missouri, Columbia, MO. And Anthony, our youngest, is a student at Benedictine College in Atchison, KS.

Mission Statement

Helping clients build wealth with personalized advice based on individual goals, risk tolerance and asset allocation. We help deliver solutions to your financial goals, providing personalized attention and prompt friendly service to meet or exceed your expectations.

Michael Gertsema
President, Gertsema Wealth Services
Wealth Advisor, Branch Manager and
Registered Investment Advisor Representative, RJFS

3727 Gene Field Road
Suite B
Saint Joseph, MO 64506
Phone: 816-364-3334
Contact Us

Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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