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Brian Wade Whitaker

Gibbs Wealth Management, LLC

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About Brian Wade Whitaker

Brian Whitaker is a registered investment advisor representative with Gibbs Wealth Management, LLC. Brian has over 20 years of experience in the financial services industry. Brian is registered with the states of Illinois, Indiana, Iowa and Wisconsin. Brian has a strong track record of helping clients achieve their financial goals. Brian's firm has a total of over $391 million in assets under management. The firm specializes in financial planning, portfolio management, and educational seminars. The firm offers services to both individual and institutional clients.

Firm Information

Brian Whitaker is currently registered with Gibbs Wealth Management, LLC. Gibbs Wealth Management, LLC is a registered investment advisor based in Alpharetta, GA. With over 12 licensed agents and 10 investment advisor representatives, the firm manages approximately $391.39 million in assets for 2,983 clients. Gibbs Wealth Management provides a range of advisory services, including portfolio management for individuals, educational seminars, and selection of other advisors. The firm serves individuals, including high-net-worth individuals.
Gibbs Wealth Management, LLC

3980 OLD MILTON PARKWAY

ALPHARETTA, GA 30005

$391.39M

Assets Under Management

Not reported

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Whitaker’s Registration & Firm History

GA

04/22/2020 - Present

Gibbs Wealth Management, LLC (ALPHARETTA GA)

WI

03/02/2009 - 12/10/2010

QUESTAR CAPITAL CORPORATION (BURLINGTON WI)

IL

10/24/2005 - 03/03/2009

FORESTERS EQUITY SERVICES, INC. (SCHAUMBURG IL)

NJ

12/12/2002 - 10/20/2005

PRUCO SECURITIES, LLC. (NEWARK NJ)

MN

11/07/2002 - 12/13/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

11/07/2002 - 12/13/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 01/17/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/28/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/30/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 11/05/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Wade Whitaker.
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