Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gibbs is a financial advisor who has been in the industry since 1997. Michael is currently registered with CWM, LLC in Utah and Nebraska. Before that, Michael worked with United Planners' Financial Services of America a Limited Partner in Bountiful, UT. Michael is also a licensed insurance producer. Michael has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisors
1
2
UT
01/02/2024 - Present
CWM, LLC (Kaysville UT)
UT
03/08/2019 - 02/25/2021
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (BOUNTIFUL UT)
UT
04/23/2014 - 04/05/2019
ALLEGIS INVESTMENT SERVICES, LLC (Bountiful UT)
UT
08/23/2007 - 12/05/2012
ROYAL ALLIANCE ASSOCIATES, INC. (SALT LAKE CITY UT)
UT
06/07/2000 - 08/10/2007
EQUITY SERVICES, INC. (WOODS CROSS UT)
WA
11/05/1999 - 05/31/2000
METROPOLITAN INVESTMENT SECURITIES, INC. (SPOKANE WA)
AZ
01/06/1997 - 11/22/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 08/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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