Gerad Thorell | AIF®, CPFA
Role and Expertise
With over 20 years of experience in the financial services industry, Gerad has extensive background in private wealth management and the retirement plan space. He provides comprehensive financial planning and investment management services to individuals, families, businesses, and employers. His mission is for all clients to experience financial security and a greater sense of confidence in achieving their personal financial goals or those of their organization.
Whether he is working with individuals or employers, Gerad approaches each client with a consultative nature, providing recommendations that are based on a thorough understanding of each client’s circumstances and unique needs. This approach, coupled with his knowledge and his dedication to the best interests of all clients results in wealth management and retirement plan solutions that strive for success.
After graduating from Ursinus College with a B.A. in Political Science, Gerad began his career in financial services. He started as a Financial Advisor working with private wealth clients and retirement plan sponsors. Over the years he has worked at several distinguished firms in the Philadelphia area, most recently as a Partner at The Philadelphia Group (now Independence Square Advisors). As a managing partner at FRS Advisors, he continues to work with both sides of the business: Private Wealth Management and Retirement Plans.
Gerad holds several professional designations including the Accredited Investment Fiduciary (AIF) Designation and the Certified Plan Fiduciary Advisor (CPFA) Designation. He holds series 6, 7, and 63 securities registrations through LPL Financial and the 66 securities registration through LPL Financial and GRP Financial.
Gerad resides in the Philadelphia area with his wife, son and daughter. In his time away from FRS, he is involved with his children’s sports and activities and serves on several boards of local organizations. He enjoys running, playing golf and spending time with his family.
Licensed Investment Advisor Representative
Accredited Investment Fiduciary®
Certified Plan Fiduciary Advisor
B.A., Ursinus College