Matthew
Gibbs

Berger Financial Group

CRD#7275624
Investment Advisor
in South Burlington, VT

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About this Advisor

Matthew Gibbs is a financial advisor operating out of South Burlington, Vermont with a total of 1 year of industry experience. Gibbs currently works for Berger Financial Group. Over the course of their career, they have held roles at Ameriprise Financial Services, LLC, Next Step Living, Extended Travel, Chapman Construction/Design, Jackson Hole Mountain Resort, Portland State University, Beneficial State Foundation, Liberty Burger, Lpl Financial, LLC, N B T Bank, N. A and Berger Financial Group. Gibbs holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Vermont. Berger Financial Group is a financial advisory business that has its headquarters in Minneapolis, MN. The company has offices in six locations and a total of 60 financial advisors. It oversees $1 billion in total assets between its 6,706 customer accounts, placing it among the largest firms in the nation by assets under management. Of its 6,706 customer accounts, just 14% are held by high-net-worth investors who have more than $1 million in investable assets. Berger Financial Group provides a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fees usually vary depending on the type of financial services offered. However, fee types charged by Berger Financial Group can be comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

110 Kimball Avenue Suite 240
South Burlington, VT 05403

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Berger Financial Group Brokerage Details

Total Assets Under Management

$1,365,502,656

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

60

VT Average: 157
Total Number of Accounts

6,706

VT Average: 8,262
Average Account Size

$203,624

VT Average: $640,173

Investment Advisory Services

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

Matthew Gibbs Work History

Matthew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Berger Financial Group

2021 - 2022 (1 year)

Lpl Financial, LLC

2021 - 2022 (1 year)

N B T Bank, N. A

2020 - 2021 (1 year)

Ameriprise Financial Services, LLC

2019 - 2019 (< 1 year)

Beneficial State Foundation

2018 - 2018 (< 1 year)

Extended Travel

2018 - 2020 (2 years)

Portland State University

2017 - 2018 (1 year)

Jackson Hole Mountain Resort

2016 - 2016 (< 1 year)

Extended Travel

2016 - 2018 (2 years)

Liberty Burger

2014 - 2014 (< 1 year)

Extended Travel

2014 - 2016 (2 years)

Chapman Construction/Design

2013 - 2013 (< 1 year)

Next Step Living

*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 Matthew 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 Berger Financial Group

Matthew Gibbs
South Burlington, VT
Tyson Pettitt
Minneapolis, MN
Tyler Howard
Minneapolis, MN
Rachel Meyer
Minneapolis, MN
Lucas Auger
Minneapolis, MN
Seth Wagner
Minneapolis, MN
Christine Thomas
Minneapolis, MN
Blaine Conklin
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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