Matthew
Gibbs
Berger Financial Group
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Berger Financial Group Brokerage Details
$1,365,502,656
60
6,706
$203,624
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.*
Berger Financial Group
Lpl Financial, LLC
N B T Bank, N. A
Ameriprise Financial Services, LLC
Beneficial State Foundation
Extended Travel
Portland State University
Jackson Hole Mountain Resort
Extended Travel
Liberty Burger
Extended Travel
Chapman Construction/Design
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
Minneapolis, MN
South Burlington, VT
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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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