Gary
Webb

Webb Financial Group

CRD#4912937
Investment Advisor
in Minneapolis, MN

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About this Advisor

Gary Webb is a financial advisor operating in Minneapolis, Minnesota who has 9 years of industry experience. Webb is currently employed by Webb Financial Group. They have spent their whole career at Webb Financial Group. Webb can work in Minnesota. Webb Financial Group is a firm based in Minneapolis, MN. It oversees $295 million in total assets between its 1,939 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Webb Financial Group has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Financial management fee schedules largely depend on which service is offered. However, fee types billed by Webb Financial Group likely include asset-based, hourly and fixed fees.

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8120 Penn Avenue South Suite 177
Minneapolis, MN 55431

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Webb Financial Group Brokerage Details

Total Assets Under Management

$295,141,000

MN Average: $5,289,111,388
Total Number of Employees

7

MN Average: 157
Total Number of Accounts

1,939

MN Average: 8,262
Average Account Size

$152,213

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Gary Webb Work History

Gary has been registered as a financial advisor for 9 years.*

1998 - Present (26 years)

Webb Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gary Webb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Webb Financial Group

David Verbeke
Minneapolis, MN
Leslie Webb
Ramsey, MN
Gary Webb
Minneapolis, MN
Michael Bischoff
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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