Robert W. Baird & Co.
47yrs
Top advisor by experience in Denver
1yr
Brian Gery
Financial advisor at Buck Wealth Strategies
Brian Gery is a fiduciary financial advisor in Denver, Colorado, with 1 year in the industry. Brian joined Buck Wealth Strategies in 2026, after a year at Leverage Planners Wealth Management. Buck Wealth Strategies offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 2610 advisors with offices in Denver, and one of 2345 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office4600 S. Syracuse Street Suite 650, Denver, CO 80237
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$323,930
Advisors at the firm50
States licensed ?1 state
Services through Buck Wealth Strategies
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingEducational seminars and workshops
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
- Jul 2026 – nowBuck Wealth Strategies, LLCCurrent firm
- Aug 2025 – Sep 2026Leverage Planners Wealth Management, LLCPreviously
Contact Brian
(888) 210-6567Buck Wealth Strategies main office 4600 S. Syracuse Street Suite 650Denver, CO 80237Office · Get directions LinkedIn pageBuck Wealth Strategies
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brian
How do I contact Brian?
Call Buck Wealth Strategies at (888) 210-6567 and ask for Brian Gery. Brian works from the Denver, CO office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Brian hold?
Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Buck Wealth Strategies reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Brian 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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