Michael
Lee
Gibbs Wealth Management, LLC
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About this Advisor
Michael Lee is a financial advisor based in Crown Point, Indiana, working with Gibbs Wealth Management, LLC. Michael has previously held positions at Insurance Professionals, Barry White & Associates Dba Horace Mann, Wallman Financial, LLC Dba Horace Mann, Horace Mann Companies, Horace Mann Investors, Inc, Creativeone Securities, LLC, Hoosier Business & Family Real Estate, Gibbs Wealth Management, LLC, and Baker Richards Wealth Management, LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Michael is part of Gibbs Wealth Management, LLC, which operates out of Crown Point, Indiana. The firm has 76 offices and 21 employees. The firm manages assets totaling $391.4 million. The services offered by the firm include portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Gibbs Wealth Management, LLC includes asset-based fees.
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Gibbs Wealth Management, LLC Brokerage Details
$391,385,872
21
2,983
$131,205
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Michael Lee Work History
Gibbs Wealth Management, LLC
Baker Richards Wealth Management,LLC
Hoosier Busienss & Family Real Estate
Creativeone Securities, LLC
Horace Mann Companies
Barry White & Associates Dba Horace Mann
Wallman Financial, LLC Dba Horace Mann
Horace Mann Companies
Horace Mann Investors, Inc
Insurance Professionals
Disclosures
Please visit the SEC profile of Michael Lee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gibbs Wealth Management, LLC
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Troy, MI
Alpharetta, GA
Columbus, OH
Sparta, TN
Williston, VT
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
