Kelsey
Newman
Gibraltar Capital Management, Inc
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About this Advisor
Kelsey Newman is a certified financial planner based out of Tulsa, Oklahoma with 7 years of relevant experience. Newman works at Gibraltar Capital Management, Inc. The advisor has gained experience at Gibraltar Capital Management, Jcrew Factory and The Cryder Company. Newman holds a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Oklahoma. Gibraltar Capital Management, Inc is a company that has its headquarters in Tulsa, OK. The company has a total of 22 people on staff. It controls $719 million in total assets among its 355 accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 355 client accounts, 48% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Gibraltar Capital Management, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Fees for financial advisory services largely depend on which services the firm provides the client. However, fee types charged by Gibraltar Capital Management, Inc most likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gibraltar Capital Management, Inc Brokerage Details
$719,383,135
22
355
$2,026,431
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Kelsey Newman Work History
Kelsey has been registered as a financial advisor for 7 years.*
Gibraltar Capital Management
Jcrew Factory
The Cryder Company
*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 Kelsey Newman 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 Gibraltar Capital Management, Inc
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
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.
