Mike Kerby
President
Mike Kerby, President of Secure Retirement Planners, Inc., has been working with Missouri retirees and pre-retirees for almost two decades. He has been assisting his clients in diversifying their retirement portfolios to help maximize potential income while minimizing future tax liability. He is dedicated to personalized service and has broad knowledge of investment products, income strategies and probate avoidance planning.
Mike’s approach to working with clients is based on the principles of honesty, integrity and loyalty. He spends time with each individual or business owner demonstrating how the advantages of diligence in retirement planning can result in a comfortable lifestyle and financial security. He helps clients create solutions to reduce debt and create income for life while maintaining liquidity of their assets.
Mike is a familiar figure in his community, sponsoring various events and supporting local charities. He is a regular contributor to his local newspaper and radio programs in the area. He has raised four children in the area and for the last 20 years they have called Warsaw home.
STRATEGIC ALLIANCES
Michael Binger, CFA®
President of Gradient Investments, LLC
As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 30 years of industry experience including prior roles managing multi-billion dollar portfolios for an institutional asset manager. Michael is a CFA® charterholder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.
Keith Gangl, CFA®
Senior Portfolio Manager
Gradient Investments, LLC
Keith joined Gradient Investments in 2018 and has more than 30 years of industry experience. Prior roles include senior portfolio manager for a large institutional asset management firm, managing a multi-billion-dollar portfolio. Keith is a CFA® charter holder, and has been featured in media outlets such as CNBC, Bloomberg, Investor’s Business Daily, Nasdaq and Reuters.
Tyler Ellegard, CFA®
Senior Portfolio Manager
Gradient Investments,LLC
Tyler is a Senior Portfolio Manager at Gradient Investments, where he focuses on portfolio management, asset allocation, and investment research across multiple asset classes. He provides market insight and portfolio strategy to support client investment decisions. Tyler is a CFA® charterholder and has been featured in media outlets including Schwab Network, Reuters, and The Wall Street Journal.
*This endorsement of Gradient Investments, LLC, (GI) and its portfolio management services is provided by an investment advisor representative of Gradient Advisors, LLC (GA). This investment advisor representative refers clients to GI for portfolio management services. GI does not pay separate compensation to GA in relation to its endorsement or any promotional services. However, GA receives a portion of the advisory fees paid by clients who utilize the portfolio management services of GI. GA also shares in the revenue of GI via quarterly payments based on the amount of total assets GA places with GI. This endorsement incentivizes GA in increasing the assets placed with GI, and therefore the compensation received by GA. GA’s investment advisor representatives are not affiliated with or supervised by GI. An additional conflict of interest exists because GA and GI are under common ownership. While these conflicts of interest exist, investment advisor representatives of GA are subject to fiduciary duty and must act in the best interests of their clients. These investment advisor representatives and their clients are not required to use GI, and may select other investment managers.