What are the opening hours?

Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Kevin Gerard

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United States
Mequon, WI
Kevin Gerard

I’m a Schwab franchisee and operate my own independent branch, where I can partner with you to
understand your goals, and create a personalized plan.

As a Schwab Independent Branch Leader and Financial Consultant, I lead an independent branch in Mequon and Germantown. I’m passionate about advocating for local investors in Mequon and Germantown and our surrounding communities and I share Schwab’s belief that honesty and accountability are the cornerstones of strong relationships. When you visit our local branch, you’ll find that we provide finan

cial guidance on your terms. We partner with you to understand your goals, create a personalized plan, and develop your investment strategy. We can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more

Schwab’s modern approach to wealth management is all about transparency, value, and helping you take ownership of your financial life. That’s why we encourage you to get involved, ask tough questions, and demand accountability. Come meet our team and see how we’re different. To learn more, call 262-326-2500 or visit www.schwab.com/mequon. Brokerage Products: Not FDIC Insured. No Bank Guarantee. May Lose Value

Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only. For additional information and disclosure please visit: http://www.aboutschwab.com/social-media-at-schwab.

02/22/2022

True innovators don’t play by the same rules as everyone else. Learn four habits from past Olympic athletes and improve your performance at work and in life.

The biggest leaps forward come when an athlete discovers a new idea or concept that alters the game itself. This means not following the same patterns that everyone else is following. You can do this, too.

02/08/2022

How do you create boundaries between your workday and evening? Taking the dog for a walk or going for a jog after work is a great way to signal the end of a day.

What are some ways you clock out?

I tried scheduling different activities after work to create a better boundary between my professional and personal life.

02/01/2022

Meal-prepping is a great way to start the week off with success. It’s one less item on the to-do list giving you more free time for another activity. Not to mention, these meals are also delicious!

These healthy meal-prep ideas range from breakfast to lunch and dinner. Get easy recipes, all ready in 30 minutes or less, to help make cooking during the week feel effortless.

01/25/2022

Small changes can add up to big improvements. By prioritizing positivity and keeping things small, we can improve our day-to-day and accomplish many of our goals.

The founder and CEO of DittoPR is a big fan of keeping things small because they are easier to accomplish, and the more you accomplish, the more confident you get.

01/18/2022

Whether you want to feel the satisfying crunch of snow under your boots or escape those chilly temps for a desert ramble, one thing’s for sure: You'll be able to do so without the crowds that summer brings. Read the 14 National Parks you should visit!

Summer may be high season, but these parks are at their best in the colder months.

01/11/2022

A person can never have too many book recommendations, can they? Let’s start the New Year off with a 2022 reading goal. Let me know if you have any good book suggestions to add to my list.

Great reads that can help you become the person you'd like to be

01/04/2022

Have you ever tried to set a New Year’s resolution only to fall off the wagon come February? If so, you aren’t alone! Learn how to set goals that will stick and make 2022 your best year yet!

With this approach, perhaps you can sidestep the inevitable challenges that come with traditional New Year’s resolutions and achieve lasting, positive changes.

12/21/2021

Have you ever thought about what time of day you are the most charismatic? Chances are you can increase your charisma and boost your effectiveness by being more mindful about the time of day you choose. Click to learn more.

Research suggests that understanding your circadian rhythms can help you become a better leader.

12/14/2021

Empathy has always been a critical skill for leaders, but it is taking on a new level of meaning and priority. Leaders don’t have to be experts in mental health in order to demonstrate they care, but read how empathetic leadership contributes to positive relationships and drives results.

You always knew demonstrating empathy is positive for people, but new research demonstrates its importance for everything from innovation to retention.

11/30/2021

Have you ever thought of what Nick Saban, a car dealership, and employee feedback have in common? The answer may not be obvious, but read along as we learn about why soliciting feedback from your employees is so important and how to do it.

Soliciting feedback from your employees is so important.

11/23/2021

Whether you are a beginner in the kitchen or a seasoned expert, making a dish for Thanksgiving is something fun for all. Here are 7 recipes to help you plan your menu. I think I like the gravy best, which sounds the most delicious to you?

For first-time cooks, or anyone looking to simplify the holiday prep, this special menu minimizes effort and maximizes flavor.

11/16/2021

Struggling to recall something? You may not have a memory problem — just an attention problem. If we want to remember something, above all else we need to notice, and noticing requires two things: perception and attention.

Turns out, your memory isn’t a like video camera, recording a constant stream of every sight and sound you’re exposed to. In fact, you can only capture and retain what you pay attention to. Author …

Address

11903 N Port Washington Road
Mequon, WI
53092

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

http://www.schwab.com/

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