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Who We Are
Our Goal is to be the "advisor
of choice" for clients and other professional advisors in the
areas of:
Business Owner Exit Planning - (www.exitplanning.com) Employee Incentive and Retention Plans Nonqualified Deferred Compensation Plans Estate & Insurance Planning
Mark Gerber, CFP®
Professional
and Education Designations
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Certified Financial Planner ™ practitioner (CFP®),
Certified Financial Planner Board of Standards, Denver, CO
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B.S. Degree, Business
Administration, Colorado State University, graduated with Honors
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ChFC® and CLU® designation
courses; The American College, Bryn Mawr, PA.
Memberships
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BEI Network of Exit Planning
Advisors™
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International Member; Million
Dollar Round Table (MDRT)
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National Association of
Insurance and Financial Advisors
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Gideons International
Personal
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I have lived in and been
involved with the community of Billings since 1962.
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Married for over 30 years;
Vickie and I have 2 married children and are proud Grandparents.
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My family relationships and
activities bring me great pleasure and are a high priority.
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I also enjoy sports,
conditioning, Bible studies, church involvement and spending time
with close friends.
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Jim Morrison, CFP®
AEP, CLU®, ChFC®,
Professional and
Education Designations
- Certified
Financial Planner ™ practitioner (CFP®) - Certified Financial Planner Board of
Standards.
- Accredited
Estate Planner (AEP) designation -Richard D. Irwin Graduate School
of the American College.
- Chartered
Financial Consultant (ChFC®) - The Society of Financial Service
Professionals®.
- Chartered Life
Underwriter (CLU®) - The Society of Financial Service
Professionals®.
Memberships
Personal
- My wife, Cara
and I have four children; Briana, Haley, Taven and James.
- I enjoy
playing Tennis, Cardio and Weight Training.
- Participate in
various Christian Fellowship Groups.
- Enjoy spending
time with my children.
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Mark Gerber is licensed in AZ, CA, CO, FL, IL, MO, MT, NM, OR, TX, WA, and WY to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in CO, MT, OR, WA, and WY and adviser registered in MT. Jim Morrison is licensed in AK, AZ, CO, IA, ID, MT, NV, OR, TX, WA, and WY to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in CO, MT, NV, OR, UT, WA, and WY and adviser registered in MT.
This site is not a solicitation of interest in any of these products in any other state.
IMPORTANT CONSUMER INFORMATION: Mark Gerber and Jim Morrison may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by Mark and Jim that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment advisor, BD agent or IA representative or any financial institution he represents, contact your state securities law administrator.
Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Princor Financial Services Corporation, 800-247-1737, member SIPC. Mark Gerber and Jim Morrison, Sr. Financial Representatives, Princor Registered Representatives, Financial Advisors. Principal National, Principal Life, the Preferred Product Network, and Princor® are members of Principal Financial Group, Des Moines, IA 50392. Creative Business Strategies Inc. is not an affiliate of any company of the Principal Financial Group.
Principal Life maintains certificates of authority to transact insurance in all 50 states. Principal Life NAIC identification number is 61271. Principal National NAIC identification number is 71161.
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