Michael
Gibbs

Cwm, LLC

CRD#2817669
Investment Advisor
in Omaha, NE

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About this Advisor

Michael Gibbs is a financial advisor based in Omaha, Nebraska, working with Cwm, LLC. Michael has previously held positions at Corporate Benefits Inc, Allegis Investment Advisers, LLC Bowengroup Advisors, LLC, Allegis Investment Services, LLC, United Planners' Financial Services Of America A Limited Partner, Michael J Gibbs Independent Insurance, Cwm, LLC, Advanced Retirement Strategies, Michael J Gibbs Insurance, Ars Investment Advisors, Inc, and Allegis Wealth Advisors. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Michael is part of Cwm, LLC, which operates out of Omaha, Nebraska. The firm has 165 offices and 1,111 employees. The firm manages assets totaling $26.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Cwm, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

14600 Branch St.
Omaha, NE 68154

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Cwm, LLC Brokerage Details

Total Assets Under Management

$26,774,389,503

NE Average: $1,978,216,465
Total Number of Employees

1,111

NE Average: 226
Total Number of Accounts

110,327

NE Average: 7,467
Average Account Size

$242,682

NE Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Michael Gibbs Work History

2024 - Present (1 year)

Cwm, LLC

2018 - Present (7 years)

Advanced Retirement Strategies

2018 - Present (7 years)

Ars Investment Advisors, Inc

2005 - Present (20 years)

Michael J Gibbs Independent Insurance

1989 - Present (36 years)

Corporate Benefits Inc

1989 - Present (36 years)

Michael J Gibbs Insurance

2019 - 2024 (5 years)

United Planners' Financial Services Of America A Limited Partner

2014 - 2019 (5 years)

Allegis Investment Services, LLC

2013 - 2019 (6 years)

Allegis Investment Advisers, LLC Bowengroup Advisors, LLC

2008 - 2018 (10 years)

Allegis Wealth Advisors

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Disclosures

Please visit the SEC profile of Michael Gibbs 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 Cwm, LLC

Taylor Smithyman
Fort Atkinson, WI
James Clements
Omaha, NE
James Kampetis
Omaha, NE
Kristen Rainone
Omaha, NE
Robert Ignatowski
Cockeysville, MD
Patrick Bevan
Omaha, NE
Nicole George
Hastings, NE
Nicole Szakos
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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