United Planners' Financial Services of America a Limited Partner
33yrs
Top advisor by experience in Klamath Falls
22yrs
Gerrin Degroot
Full name on record: Gerrin Patrick Degroot
Financial advisor at MSP Wealth Management
Gerrin Degroot is a fiduciary financial advisor in Klamath Falls, Oregon, with 22 years in the industry. Gerrin joined MSP Wealth Management in 2022, after less than a year at Avantax Advisory Services and 14 years at 1st Global Advisors. MSP Wealth Management offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 24 advisors with offices in Klamath Falls, and one of 24 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 65% of advisors nationwide
Office824 Pine Street, Klamath Falls, OR 97601
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$512,477
Advisors at the firm4
States licensed ?2 states
Services through MSP Wealth Management
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowMSP Wealth Management, LLCCurrent firm
- Oct 2019 – Apr 2020Avantax Advisory ServicesPreviously
- 2006 – 20191st Global Advisors Inc.Previously
Questions to ask Gerrin
Tailored to Gerrin’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Gerrin
How do I contact Gerrin?
Call MSP Wealth Management at (541) 884-4164 and ask for Gerrin Degroot. Gerrin works from the Klamath Falls, OR office.
How long has Gerrin been a financial advisor?
Gerrin has been in the industry since 2004, about 22 years. More experience than 65% of advisors nationwide.
What licenses does Gerrin hold?
Series 66. Tap any license on this page to see what it allows.
Is Gerrin a fiduciary?
Gerrin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gerrin paid?
MSP Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Gerrin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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