Advisor at Gibbs Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Gibbs Wealth Management, LLC
Location
Owensboro, KY 42303
Credentials
Series 65
Industry experience
5 years
$25,000 - $250,000: 1.75% annually $250,001 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually Over $1,000,000+: 1.00% annually
Account minimum: $25,000 minimum to open an account (accounts with lesser assets may be accepted at Adviser's discretion)
Visionary Wealth Management, Llc
2020 - Present (6 years)
Gibbs Wealth Management, LLC
2020 - Present (6 years)
American Principal LLC
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Owensboro, KY
Edward Jones
ChFC®, Series 66
Rockport, IN
Edward Jones
Series 66
Owensboro, KY
Edward Jones
Series 65, Series 66
Owensboro, KY
Greenwell Capital Management, LLC
CFP®, Series 63
Owensboro, KY
Beacon Asset Management
CFP®, Series 65
Owensboro, KY
Rivercities Asset Management, LLC
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