Justin Michael Gibson
Advisor at Gladstone Wealth Partners — Omaha, NE
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
22 years
Location
Omaha, NE 68144
Gladstone Wealth Partners
Multi-team
Justin Gibson is a financial advisor at Gladstone Wealth Partners with 22 years of industry experience. He holds a Series 66 designation and has previously worked with Silverleaf Advisor Group and LPL Financial. Gibson is also the president and owner of Roxie LLC, an outside business activity he has maintained since 2013. Gladstone Wealth Partners serves individuals, corporations, pension plans, and charitable organizations through a network of nearly 100 advisers. The firm offers discretionary portfolio management and retirement plan consulting, employing diverse investment strategies including individual securities, mutual funds, alternative investments, and tax-managed approaches.
Based on Gladstone Wealth Partners
Based on Gladstone Wealth Partners
Based on Gladstone Wealth Partners
Financial Planning and Consulting fees typically flat fee $200 to $5,000
$0+: Maximum 2.00% annually; fees may be tiered with reduced rates at specific asset levels or subject to maximum dollar amounts (specified in agreements) $0+: Retirement Plan Consulting up to 1% annually or flat fee as negotiated
Account minimum: $0 to $100,000 depending on program or manager; minimums may be waived Fee-only: Financial Planning and Consulting fees typically range $200 to $5,000, flat fees, payable as agreed (one-time or installments)
Omaha, NE
12801 Pierce St, #100
Omaha NE 68144
Advisors at this office
16
Nebraska · Texas
22 years of industry experience
Gladstone Wealth Partners
2022 - Present • 4 years
Omaha, NE
Silverleaf Advisor Group, LLC
2016 - 2022 • 6 years
Omaha, NE
LPL Financial, llc
2015 - Present • 11 years
Omaha, NE
WealthPLAN Partners
2015 - 2017 • 2 years
Omaha, NE
Silverleaf Consulting LLC
2014 - 2017 • 3 years
Omaha, NE
Roxie LLC
2013 - Present • 13 years
Omaha, NE
Various Insurance Carriers For W&R Insurance Agencies
2004 - Present • 22 years
Omaha, NE
Waddell & Reed
2004 - 2015 • 11 years
Omaha, NE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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