Logan Financial Planning
47yrs
Top advisor by experience in St. Petersburg
13yrs
Based in St. Petersburg, Florida, Gerard Trask is a fiduciary financial advisor with 13 years of industry experience. Gerard joined Archer Investment in 2025, a firm offering investment management and retirement plan consulting. Archer Investment reports being paid through a percentage of assets and flat fees.
One of 1442 advisors with offices in St. Petersburg, and one of 1372 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 54% of advisors in St. Petersburg
Office4020 58th Ave N, St. Petersburg, FL 33714
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$180,377
Advisors at the firm80
States licensed ?1 state
Services through Archer Investment
Investment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consulting
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 65Uniform Investment Adviser Law Examination
Career
- Oct 2025 – nowArcher Investment CorporationCurrent firm
Contact Gerard
(317) 581-5664Firm headquarters in Carmel, IN. Ask for Gerard. 4020 58th Ave NSt. Petersburg, FL 33714Office · Get directions
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Questions to ask Gerard
Tailored to Gerard’s registration and firm.
- 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 Gerard
How do I contact Gerard?
Call Archer Investment at (317) 581-5664 and ask for Gerard Trask. Gerard works from the St. Petersburg, FL office.
How long has Gerard been a financial advisor?
Gerard has been in the industry since 2013, about 13 years. More experience than 54% of advisors in St. Petersburg.
What licenses does Gerard hold?
Series 65. Tap any license on this page to see what it allows.
Is Gerard a fiduciary?
Gerard is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gerard paid?
Archer Investment reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Gerard 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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