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Kelsey Ann Newman

Gibraltar Capital Management, Inc.

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About Kelsey Ann Newman

Kelsey Newman is a registered Investment Advisor Representative (IAR) with Gibraltar Capital Management, Inc. Kelsey is a Certified Financial Planner™ professional. Kelsey's firm has been in business for over 25 years and specializes in providing financial advice to individuals and families, businesses, and institutions. The firm offers a wide range of services, including financial planning, investment management, and retirement planning. Kelsey is a licensed investment advisor in Oklahoma and has been with Gibraltar Capital Management, Inc. since July 2014. Kelsey has served as a volunteer board member for the Teacher's Retirement System of Oklahoma since June 29, 2021. Kelsey has been active in the financial services industry since 2014 and has a strong track record of providing her clients with personalized financial advice. Kelsey focuses on building long-term relationships with her clients and providing them with the support and guidance they need to achieve their financial goals.

Firm Information

Kelsey Newman is currently registered with Gibraltar Capital Management, Inc.. Gibraltar Capital Management, Inc. is an investment advisor located in Tulsa, Oklahoma. The firm manages approximately $750 million in assets for individuals, high-net-worth individuals, charitable organizations, pooled investment vehicles, and pension plans. They provide financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors.
Gibraltar Capital Management, Inc.

7304 S. YALE AVENUE

TULSA, OK 74136

$750.86M

Assets Under Management

Not reported

Total Clients

9

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kelsey Newman’s Registration & Firm History

OK

01/06/2024 - Present

Gibraltar Capital Management, Inc. (TULSA OK)

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Licenses & Designations

IA

Issued 07/05/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelsey Ann Newman.
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