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Donald Lewis Retallick

Gibbs Wealth Management, LLC

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About Donald Lewis Retallick

Donald Retallick is an investment advisor representative with Gibbs Wealth Management, LLC, a firm based in Alpharetta, Georgia. Donald is licensed as an investment advisor in Florida and is registered with the Securities and Exchange Commission (SEC). Donald has been working in the financial industry since 2009 and has a Series 65 license. Donald's background includes working with individuals, high-net-worth individuals and insurance companies, and Donald is a specialist in financial planning, selection of other advisors, and portfolio management for individuals. Donald also works with insurance sales and services through Retallick Financial Group, a firm based in Bonita Springs, Florida.

Firm Information

Donald Retallick 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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Donald Retallick’s Registration & Firm History

GA

01/01/2025 - Present

Gibbs Wealth Management, LLC (ALPHARETTA GA)

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Licenses & Designations

IA

Issued 11/07/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald Lewis Retallick.
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