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SG

Steven J. Gibson

PLANTE MORAN INSURANCE AGENCY
Southfield, MI 48075
Some features on this profile are disabled
CRD#: 4022300
SG

Professional summary

Steven James Gibson, CFP®, who also goes by Steve James Gibson, is a registered financial professional currently at PLANTE MORAN INSURANCE AGENCY located in Southfield, Michigan and VALMARK SECURITIES, INC. located in Schaumburg, Illinois.

Steven is registered as a RR (Registered Representative) and started their career in finance in 2000. Steven has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Steve James Gibson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Investment Advisor Representative for Plante Moran Financial Advisors, LLC. No compensation. Registered to comply with state registration requirements allowing for the distribution of investment advisor material. 2) Fixed Life & Fixed Annuity sales; NOT Investment Related, 5/15/20 Start Date; approximate 1-5 hrs per month; Commission Paid on sales.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Steven James Gibson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2008

Experience

Current

April 17, 2013 - Present

PLANTE MORAN INSURANCE AGENCY

Office #1: 3000 Town Center Suite 100, Southfield, MI 48075Office #2: 200 N Martingale Rd. 9th Floor, Schaumburg, IL 60173
BD
CRD#: 127257
Southfield, MI
Current

May 6, 2013 - Present

VALMARK SECURITIES, INC.

Office #1: 200 N. Martingale 9th Floor, Schaumburg, IL 60173
BD
CRD#: 31243
Schaumburg, IL
Past

April 17, 2013 - June 19, 2023

PLANTE MORAN FINANCIAL ADVISORS

RIA
CRD#: 112158
CHICAGO, IL
Past

September 28, 2009 - March 22, 2013

FIFTH THIRD SECURITIES, INC.

RIA
CRD#: 628
CHICAGO, IL
Past

September 28, 2009 - March 22, 2013

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
CHICAGO, IL
Past

May 29, 2007 - August 15, 2008

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
CHICAGO, IL
Past

April 15, 2003 - May 29, 2007

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
CHICAGO, IL
Past

May 30, 2001 - August 28, 2001

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

January 7, 2000 - February 17, 2000

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

January 7, 2000 - March 4, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(3/16/2023)
RR
Colorado
(5/21/2020)
RR
Florida
(5/16/2017)
RR
Illinois
(4/17/2013)
RR
Indiana
(6/24/2020)
RR
Michigan
(11/6/2019)
RR
New Mexico
(10/4/2024)
RR
North Carolina
(5/18/2017)
RR
Ohio
(5/14/2020)
RR
Texas
(9/5/2023)
RR
Washington
(3/16/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/1/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/6/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/3/2020
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

VS
VALMARK SECURITIES, INC.
VALMARK SECURITIES, INC.

CRD#: 31243 / SEC#: , 8-45463

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
130 Springside Drive Suite 300, Akron, OH 44333-2431
Mailing Address
130 Springside Drive Suite 300, Akron, OH 44333-2431
Phone number
(800) 765-5201
Established
Ohio since 12/08/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
VALMARK INVESTMENTS, LLCSHAREHOLDER
CALLAHAN, CALEB JONATHANEVP, CHIEF OPERATING OFFICER5011454
KOZENKO, ELIZABETH ERINFINOP6218110
RYBKA, LAWRENCE JOSEPHPRESIDENT, CEO1661511
WILBURN, DOUGLAS FREDERICKCHIEF COMPLIANCE OFFICER/GENERAL COUNSEL1407686

Disclosures

Regulatory Event4

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VALMARK SECURITIES, INC.

CRD#: 31243Southfield, MI 48075

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