Justin M. Gibson
GLADSTONE WEALTH PARTNERS | President
OMAHA, NE 68144
Some features on this profile are disabled
CRD#: 4818322
Professional summary
Justin Michael Gibson, who also goes by Justin Gibson, is a registered financial advisor currently at GLADSTONE WEALTH PARTNERS located in Omaha, Nebraska and LPL FINANCIAL LLC located in Omaha, Nebraska.
Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Justin has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Financial planning
Philanthropic services
Trust & estate planning
Insurance
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Justin 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. 4/21/2015:Roxie LLC - Not Inv Rel - Other- Bus Owner - president/owner - Time Spent 5% 2. 4/21/2015:Silverleaf Wealth Management - Inv Rel - At Reported Bus Loc(s) - DBA for LPL Bus (entity for LPL bus) - Start4/20/2015 - Time Spent 100% 3. 4/21/2015: Gibson Financial Inc. - Inv Rel - At Reported Bus Loc(s) - Bus Entity For Tax/Inv Purposes Only - Time Spent 5% 4. 5/28/2015:WIIG-CODR UNDERWRITERS, CO - Inv Rel - At Reported Bus Loc(s) - NON-VARIABLE INSURANCE - Start5/21/2015 - 2 Hours Per Month/ During Trading 5. 4/11/2016:Beech Partners, LLC - Inv Rel - Omaha, NE - Other-Land Purchase-Residential Homes - Start Date 4/8/2016 - 0 Hours Per Month/ During Trading 6. 1/11/2017:Kate James, LLC - Inv Rel - Home Based - Bus Entity For Tax/Inv Purposes Only - Start Date 1/9/2017 - 0 Hours Per Month/ During Trading 7. 5/12/2017: Gibson Financial, Inc- Inv Rel - At Reported Business Loc(s) - Real Estate Rental - Started 5/2/2017 - 0Hrs/Mth 8. 8/15/2019:Silverleaf Tax & Accounting - Inv rel - At reported bus loc(s) - Tax Prep/Accounting/CPA - Started7/31/2019 - 2Hrs/MthDuringTrading 9. 5/21/2021:Silverleaf Advisor Group, LLC - Inv Rel - At Reported Bus Loc(s) - Non-Variable Ins - Started4/1/2021 - 2Hrs/MthDuringTrading 10. 5/21/2021: Gibson Financial, Inc- Inv Rel- At Reported Bus Loc(s)- Non-Variable Insurance- Started4/1/2021 - 2Hrs/MthDuringTrading 11. 4/7/2022 - Gladstone Institutional Advisory- Inv Rel- At Reported Bus Loc(s)- Registered Investment Advisor Hybrid- Start Date 3/31/2022- 160 Hrs Per Mth/6 Hrs During Trading - I provide inv advisory services through Gladstone Institutional Advisory, an independent inv advisor firm. I started this bus activity in 4/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV.. 12. 4/7/2022- Nouveau Depart LLC- Not Inv Rel- Home Based- Bus Entity For Tax/Inv Purposes Only - Start Date 3/30/2022- 1 Hrs Per Mth/0 Hrs During Trading 13. 2/14/2023 - Ash Brokerage - Inv Rel- At Rep Bus Loc(s)- Non-Variable Insurance- Start Date 2/6/2023 - 5 Hrs a Month/5 Hrs During Trading 14. 9/6/2023- Other- Non-Variable Insurance- At Rep Bus Loc(s)- Inv Rel- Start Date 8/28/2023 - 5 Hours a Month/ During Trading 15. 02/12/2024 - Skytail Getaway, LLC - Non-Inv related - Business Entity For Tax/Investment Purposes Only - Started: 12/21/2023 - 0 Hrs/mo. 16. 9/24/24- Massive Value LLC- Business Entity For Tax/Investment Purposes Only- Owner- Not INV REL- At REP BUS LOC(s)- Started 10/1/24- 10 hrs a mth/ during trading 17. 9/24/24- American Senior Benefits- Non-Variable Insurance- Agent- INV REL- At REP BUS LOC(s)- Started 9/4/24- 3 hrs a mth/ during trading 18. 9/24/24- Gladstone Institutional Partners- Registered Investment Advisor Hybrid- IAR- INV REL- At REP BUS LOC(s)- Started 9/19/24- 160 hrs a mth/ during trading- I provide investment advisory services through Gladstone Institutional Partners, an independent investment advisor firm. I started this business activity in 9/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV... 19. 01/08/2025- Gibson Financial Inc.- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 04/15/2015- 200 Hours Per Month- 150 Hours During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Justin Michael Gibson's 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®
NoneExperience
Current
March 2, 2022 - Present
GLADSTONE WEALTH PARTNERS
Office #1: 12801 Pierce St #100, Omaha, NE 68144RIA
CRD#: 250787
OMAHA, NE
Current
April 21, 2015 - Present
LPL FINANCIAL LLC
Office #1: 12801 Pierce St, Ste 100, Omaha, NE 68144RIA
BD
CRD#: 6413
Omaha, NE
Past
February 21, 2018 - October 6, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
OMAHA, NE
Past
January 3, 2017 - March 31, 2022
SILVERLEAF ADVISOR GROUP, LLC
RIA
CRD#: 286071
OMAHA, NE
Past
April 22, 2015 - May 1, 2017
WEALTHPLAN PARTNERS
RIA
CRD#: 158935
OMAHA, NE
Past
August 17, 2004 - May 12, 2015
WADDELL & REED
RIA
CRD#: 866
OMAHA, NE
Past
August 3, 2004 - May 12, 2015
WADDELL & REED
BD
CRD#: 866
OMAHA, NE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GW
GLADSTONE WEALTH PARTNERS
AFFINITY WEALTH MANAGEMENT GROUP | WHITE OAK WEALTH PARTNERS | WEALTH FORMAT SYSTEMS, LLC. | TRUE VISION FINANCIAL ADVISORS | THE TEMPLAR FINANCIAL GROUP, LLC | THE CHOICE GROUP | SYMMETRY WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISOR GROUP | SSNA WEALTH | SILVERLEAF WEALTH MANAGEMENT | PUZZLE WEALTH SOLUTIONS, LLC | PUZZLE WEALTH SOLUTIONS LLC | PUZZLE WEALTH PARTNERS | PUZZLE ICS | PRIVATE WEALTH GROUP | PLATINUM WEALTH ADVISORS | PINNACLE WEALTH MANAGEMENT | PERSPECTIVE WEALTH PLANNING | PEAK WEALTH PARTNERS | PALMIERI FINANCIAL GROUP | MCKEE WEALTH MANAGEMENT INC. | MCKEE FINANCIAL, LLC | MCKEE FINANCIAL RESOURCES, INC | MCKEE FINANCIAL RESOURCES INC. | MASTRODIMOS WEALTH GROUP | LIMESTONE FINANCIAL GROUP | LAU WEALTH MANAGEMENT | KEY FINANCIAL ADVISORS, LLC | JOCKEY HOLLOW FINANCIAL SERVICES, LLC | IRUS WEALTH MANAGEMENT | INVESTMENT BY PLANNERS | INTEGRITY WEALTH | INTEGRITY POINT ADVISORS | HOFFMAN FINANCIAL STRATEGIES | HENRY AND HANNAY WEALTH MANAGEMENT | HEARTLAND RETIREMENT GROUP WEALTH MANAGEMENT | HEALTH MEETS WEALTH ADVISORS | GREEN RIDGE WEALTH PLANNING | GLADSTONE WEALTH PARTNERS | GLADSTONE WEALTH GROUP | GLADSTONE INSTITUTIONAL ADVISORY LLC | GLADSTONE CAPITAL MANAGEMENT | FREEDOM INVESTMENT MANAGEMENT GROUP | FOCUSED WEALTH, LLC. | CARBON WEALTH MANAGEMENT INC. | BLUESTONE WEALTH ADVISORS | AVANCE PRIVATE WEALTH MANAGEMENT | AURORA WEALTH ADVISORS | AS WEALTH MANAGEMENT LLC | AFFLUENT WEALTH CONSULTING LLC
CRD#: 250787 / SEC#: 801-101532
RIA
Registered Investment Advisory firm - (7/28/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Alabama(2/1/2017)
RR
Arizona(4/21/2015)
RR
Arkansas(8/3/2021)
RR
California(4/21/2015)
RR
Colorado(4/21/2015)
RR
Connecticut(7/27/2021)
RR
District of Columbia(2/2/2017)
RR
Florida(4/21/2015)
RR
Georgia(2/6/2017)
RR
Hawaii(2/21/2018)
RR
Idaho(5/2/2023)
RR
Illinois(2/26/2025)
RR
Iowa(4/21/2015)
RR
Kansas(4/21/2015)
RR
Kentucky(2/1/2017)
RR
Massachusetts(9/16/2021)
RR
Michigan(8/13/2021)
RR
Minnesota(3/14/2019)
RR
Mississippi(3/19/2024)
RR
Missouri(3/22/2022)
RR
Nebraska(4/21/2015)
IAR
Nebraska(3/2/2022)
RR
Nevada(11/12/2024)
RR
New Mexico(5/8/2023)
RR
New York(10/13/2020)
RR
Ohio(1/31/2017)
RR
Oklahoma(3/19/2024)
RR
Pennsylvania(3/22/2021)
RR
South Carolina(3/19/2024)
RR
South Dakota(4/21/2015)
RR
Tennessee(10/29/2025)
RR
Texas(4/21/2015)
IAR
Texas(12/16/2022)
RR
Utah(2/24/2017)
RR
Virgin Islands(8/26/2021)
RR
Virginia(6/25/2020)
RR
Washington(3/19/2024)
RR
Wisconsin(3/19/2024)
RR
Wyoming(3/27/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GW
GLADSTONE WEALTH PARTNERS
AFFINITY WEALTH MANAGEMENT GROUP | WHITE OAK WEALTH PARTNERS | WEALTH FORMAT SYSTEMS, LLC. | TRUE VISION FINANCIAL ADVISORS | THE TEMPLAR FINANCIAL GROUP, LLC | THE CHOICE GROUP | SYMMETRY WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISOR GROUP | SSNA WEALTH | SILVERLEAF WEALTH MANAGEMENT | PUZZLE WEALTH SOLUTIONS, LLC | PUZZLE WEALTH SOLUTIONS LLC | PUZZLE WEALTH PARTNERS | PUZZLE ICS | PRIVATE WEALTH GROUP | PLATINUM WEALTH ADVISORS | PINNACLE WEALTH MANAGEMENT | PERSPECTIVE WEALTH PLANNING | PEAK WEALTH PARTNERS | PALMIERI FINANCIAL GROUP | MCKEE WEALTH MANAGEMENT INC. | MCKEE FINANCIAL, LLC | MCKEE FINANCIAL RESOURCES, INC | MCKEE FINANCIAL RESOURCES INC. | MASTRODIMOS WEALTH GROUP | LIMESTONE FINANCIAL GROUP | LAU WEALTH MANAGEMENT | KEY FINANCIAL ADVISORS, LLC | JOCKEY HOLLOW FINANCIAL SERVICES, LLC | IRUS WEALTH MANAGEMENT | INVESTMENT BY PLANNERS | INTEGRITY WEALTH | INTEGRITY POINT ADVISORS | HOFFMAN FINANCIAL STRATEGIES | HENRY AND HANNAY WEALTH MANAGEMENT | HEARTLAND RETIREMENT GROUP WEALTH MANAGEMENT | HEALTH MEETS WEALTH ADVISORS | GREEN RIDGE WEALTH PLANNING | GLADSTONE WEALTH PARTNERS | GLADSTONE WEALTH GROUP | GLADSTONE INSTITUTIONAL ADVISORY LLC | GLADSTONE CAPITAL MANAGEMENT | FREEDOM INVESTMENT MANAGEMENT GROUP | FOCUSED WEALTH, LLC. | CARBON WEALTH MANAGEMENT INC. | BLUESTONE WEALTH ADVISORS | AVANCE PRIVATE WEALTH MANAGEMENT | AURORA WEALTH ADVISORS | AS WEALTH MANAGEMENT LLC | AFFLUENT WEALTH CONSULTING LLC
CRD#: 250787 / SEC#: 801-101532
RIA
Registered Investment Advisory firm - (7/28/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408
Mailing Address
1545 Us-206 Suite 300, Bedminster, NJ 07921
Phone number
(908) 719-1313
Established
Firm type
Fiscal year end
# of Employees
163
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 17,810 |
| AUM (Assets Under Management) | $ 4,943,971,956 |
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
GLADSTONE WEALTH PARTNERS
PresidentCRD#: 250787Omaha, NE 68144TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
