ChooseAFinancialAdvisor.com
Advisors / Arizona / Peoria
15yrs

Thomas Gerboth

Financial advisor at Ameriprise Financial Services

Thomas Gerboth has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Peoria, Arizona. Thomas has been with Ameriprise Financial Services since 2024; before that, Thomas spent less than a year at Harbour Investments and two years at Tandem Wealth Advisors. Thomas holds the CFP® designation.

One of 219 advisors with offices in Peoria, and one of 204 fiduciaries.

Peoria, AZ 85381CFP®Fiduciary advisor

At a glance

Experience15 years (since 2011)
How that compares ?More experience than 54% of advisors in Arizona
Office7992 W Thunderbird Rd Suite 110, Peoria, AZ 85381
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state

Services through Ameriprise Financial Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2024 – now
  2. Jul 2023 – Dec 2023
  3. Nov 2021 – Jul 2023
  4. 2016 – 2021
    Schwab Wealth Advisory, Inc.Previously
  5. Aug 2015 – Jul 2016
    Charles Schwab & CO., Inc.Previously

Questions to ask Thomas

Tailored to Thomas’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Thomas

How do I contact Thomas?

Call Ameriprise Financial Services at (612) 671-3131 and ask for Thomas Gerboth. Thomas works from the Peoria, AZ office.

How long has Thomas been a financial advisor?

Thomas has been in the industry since 2011, about 15 years. More experience than 54% of advisors in Arizona.

What licenses does Thomas hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Thomas a fiduciary?

Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Thomas paid?

Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Thomas 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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