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Allan William Hibbard

Advisor at OSAIC — Manitowoc, WI Washington Street

Updated today

Credentials

Series 63, Series 66

Experience

40 years

Location

Manitowoc, WI 54220

OSAIC logo

OSAIC

Institution

Total advisors

7,828

Across 3,557 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Allan Hibbard is a financial advisor at Osaic with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Woodbury Financial Services and operated Hibbard Financial since 2002. Outside of advisory work, he is involved with Hibbard & Ruby Wealth Management. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing various asset-allocation tools and investment platforms.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Manitowoc, WI Washington Street

2316 Washington Street

Manitowoc WI 54220

Advisors at this office

3

Most active in

Texas · Wisconsin

Work history

40 years of industry experience

OSAIC

2024 - Present • 2 years

Manitowoc, WI

Woodbury Financial Services

2007 - 2024 • 17 years

Manitowoc, WI

Hibbard Financial

2002 - Present • 24 years

Manitowoc, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Jared M

Series 65

Manitowoc, WI

Red Granite Wealth Management

Jared Meyer is a financial advisor at Red Granite Wealth Management with 11 years of industry experience. He holds a Series 65 designation and previously worked for Access Investment Advisors, Inc. for 10 years before joining his current firm. Red Granite Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, as well as advisory services for pension and profit-sharing plans and corporate entities. The firm employs a discretionary, goal-driven investment approach, incorporating fundamental, quantitative, and technical analysis, and is notable for its focus on pension consulting and hands-on pension plan management.

Passive / index investing Wealth management Retirement plans for business owners (SEP, solo 401k)
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George R

Two Rivers, WI

GVR Investment Management, Inc.

George Reis is the president of GVR Investment Management, Inc. and has 26 years of experience in the financial industry. He has been with GVR Investment Management since 2005 and also leads George V. Reis Investment Group, Inc. since 1999. In addition to his advisory roles, he serves as president of George V. Reis Accounting and Tax Practice. GVR Investment Management provides discretionary account management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm uses a combination of fundamental and technical analysis and regularly employs selling put options as part of its investment strategy.

Options & derivatives strategies
user avatar

Ross M

CFP®, Series 63

Mishicot, WI

Mueller Wealth

Ross Mueller is a CFP® professional with 32 years of industry experience, currently serving at Mueller Wealth since 2020. His prior roles include 14 years at LPL Financial and VERVE (Citizens First Credit Union), as well as positions at Mutual Securities and Mutual Advisors. He serves on the UW Green Bay Foundation Board’s Finance and Investment Committee and is chairman of the board at Zion Methodist Church. Mueller Wealth provides services to individuals, trusts, pension and profit-sharing plans, and employer plan sponsors. The firm utilizes its Seatbelt™ Investment System, combining quantitative analysis and multiple investment approaches, and offers both discretionary asset management and retirement plan consulting.

Options & derivatives strategies Active portfolio management Wealth management Founder/Business Owner
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Parker M

CFP®, Series 66

Mishicot, WI

Mueller Wealth

Parker Mueller is a CFP® and holds a Series 66 license, currently serving at Mueller Wealth with six years of industry experience. His prior roles include positions at Ameriprise Financial Services, Investors Community Bank, Nicolet National Bank, and Denmark State Bank. He is a board member and treasurer for Pink Heals of Manitowoc County, where he manages financial reconciliation and assists with fundraising efforts. Mueller Wealth provides services to individuals, trusts, pension and profit-sharing plans, employer plan sponsors, and select broker-dealers. The firm employs a structured investment process called the Seatbelt™ Investment System, utilizing a combination of asset allocation, fundamental, technical, quantitative, and sector analysis to guide discretionary asset management, financial planning, and retirement plan consulting.

Options & derivatives strategies Active portfolio management Wealth management Founder/Business Owner
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Atley G

Series 65

Manitowoc, WI

Merit Financial Advisors

Atley Gay is a Series 65-licensed financial advisor with Merit Financial Advisors, bringing four years of industry experience. Prior to joining Merit Financial Group in 2024, Atley worked for Access Investment Advisors, Inc. for nine years. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using tailored model portfolios and offers specialized services such as fiduciary and ESOP trustee work alongside financial wellness programs.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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Michael H

Series 63

Manitowoc, WI

TCFG Investment Advisors, LLC

Michael Halla is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 63 license and bringing 29 years of industry experience. He has worked with TCFG since 2017 and previously spent five years at SII Investments. Outside of his advisory role, Mr. Halla serves on the Rahr West Art Museum Charitable Foundation and the Roncalli Catholic Schools Endowment Board of Directors in Manitowoc, WI. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs various strategies including fundamental, technical, and quantitative analysis, offering both discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Options & derivatives strategies Active portfolio management General estate planning guidance
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