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Michael Allen Lee

Gibbs Wealth Management, LLC

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About Michael Allen Lee

Michael Allen Lee is an investment advisor representative at Gibbs Wealth Management, LLC. Michael has been in the financial services industry for over 12 years and has experience in both insurance and investment sales. Michael is also a licensed real estate agent. Michael's primary focus is providing wealth management services to individuals and families. Michael is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.

Firm Information

Michael Lee 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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Michael Lee’s Registration & Firm History

IN

01/08/2024 - Present

Gibbs Wealth Management, LLC (Crown Point IN)

IN

09/13/2021 - 01/11/2024

CREATIVEONE SECURITIES, LLC (INDIANAPOLIS IN)

IN

10/27/2016 - 08/23/2021

HORACE MANN INVESTORS, INC. (Munster IN)

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Licenses & Designations

IA

Issued 11/06/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/15/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Allen Lee.
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