Michael Gibbs, financial advisor Omaha NE

Michael Gibbs

CRD Number: 2817669
Current Firm: Cwm, LLC

Michael Gibbs (CRD# 2817669) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 27 years of experience in the finance industry.

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Principal Advised Services
Company Name Location Dates Years
Cwm, LLC Omaha, NE Jan 2024 - Current < 1
Ars Investment Advisors, Inc. Kaysville, UT Jul 2018 - Current 5
Advanced Retirement Strategies Kaysville, UT Jan 2018 - Current 6
Michael J Gibbs Independent Insurance Bountiful, UT Oct 2005 - Current 18
Corporate Benefits Inc. Salt Lake City, UT May 1989 - Current 34
Michael J Gibbs Insurance Farmington, UT May 1989 - Current 34
United Planners' Financial Services Of America A Limited Partner Scottsdale, AZ Mar 2019 - Jan 2024 4
Allegis Investment Services, LLC South Jordan, UT Apr 2014 - Mar 2019 4
Allegis Investment Advisers, Llc Bowengroup Advisors, LLC Idaho Falls, ID Feb 2013 - Mar 2019 6
Allegis Wealth Advisors Salt Lake City, UT May 2008 - May 2018 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1997
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Michael J. Gibbs
Phone Number: 402-330-0808
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    19,944
    MILLIONS
  • Total Number of Accounts
    96,956
    ACCOUNTS
  • Average Account Value
    $205,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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