Gideon Hicks, financial advisor Green Bay WI
90 score

Gideon Hicks

CRD Number: 6170332
Current Firm: Summit Planning Group LLC

Gideon Hicks (CRD# 6170332) is an Investment Advisor Representative working at Summit Planning Group LLC in Green Bay, WI and has over 3 years of experience in the finance industry.

Similar Advisors
Robert Riedl, CPA®, CFP®, AWMA® , financial advisor Green Bay WI
Robert L. Riedl, CPA®, CFP®, AWMA®
CRD# 1109543
Endowment Wealth Management, Inc.
Similar Advisors
C. Peter Kerntke, financial advisor Green Bay WI
C. Peter Kerntke
CRD# 1547070
Kerntke Otto Mcglone Wealth Management Group
Similar Advisors
Prateek Mehrotra, financial advisor Green Bay WI
Prateek Mehrotra
CRD# 4618007
Endowment Wealth Management, Inc.
Company Name Location Dates Years
Lpl Green Bay, WI Feb 2014 - Current 2
Summit Planning Group Green Bay, WI Feb 2014 - Current 2
The Prudential Insurance Company Of America Wauwatosa, WI Feb 2013 - Feb 2014 1
Pruco Securities LLC Wauwatosa, WI Feb 2013 - Feb 2014 1
Unemployed/ Student Green Bay, WI Aug 2012 - Feb 2013 < 1
Mitchells Oilfield Service Glendive, MT May 2012 - Aug 2012 < 1
Unemployed/ Student Green Bay, WI Jan 2012 - May 2012 < 1
Vsi De Pere, WI May 2011 - Jan 2012 < 1
Unemployed/student Green Bay, WI Aug 2010 - May 2011 < 1
Tufco Industries Green Bay, WI Jun 2010 - Aug 2010 < 1
Unemployed/student Green Bay, WI Jul 2009 - May 2010 < 1
Jts Construction Green Bay, WI May 2009 - Jul 2009 < 1
Cornerstone Community Center De Pere, WI Dec 2006 - May 2009 2
Unemployed/student Green Bay, WI Feb 2003 - Dec 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2013
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for Gideon D. Hicks
Phone Number: 920-884-9000
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Gideon Hicks and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.