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Justin Michael Gibson

Justin Michael Gibson

President·GLADSTONE WEALTH PARTNERS
OMAHA, NE
·CRD# 4818322·22 years experience

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.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

$250K–$500K

Account Minimum

1,000+

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

  • Financial Planning
  • Estate & Legacy Planning
  • Risk Management & Insurance
  • Retirement Planning

Other Aliases

Justin Gibson

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

22 years in the financial services industry

Current & Past Employments

GLADSTONE WEALTH PARTNERS·CRD# 250787
RIA
12801 Pierce St #100, Omaha, NE 68144
March 2, 2022 - Present
LPL FINANCIAL LLC·CRD# 6413
RIA
BD
12801 Pierce St, Ste 100, Omaha, NE 68144
April 21, 2015 - Present
LPL FINANCIAL LLC·CRD# 6413
RIA
Omaha, NE
February 21, 2018 - October 6, 2020
SILVERLEAF ADVISOR GROUP, LLC·CRD# 286071
RIA
Omaha, NE
January 3, 2017 - March 31, 2022
WEALTHPLAN PARTNERS·CRD# 158935
RIA
Omaha, NE
April 22, 2015 - May 1, 2017
WADDELL & REED·CRD# 866
RIA
Omaha, NE
August 17, 2004 - May 12, 2015
WADDELL & REED·CRD# 866
BD
Omaha, NE
August 3, 2004 - May 12, 2015

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Byron O Smith
Byron O Smith

OSAIC WEALTH, INC.

OMAHA, NE · CRD#
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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 PEACOCK GROUP, INC. | THE CHOICE GROUP | SYMMETRY WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISOR GROUP | STAGE WEALTH MANAGEMENT | 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 - SEC (7/28/2015 Approved)

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

# of Employees

186

SEC notice filing (50 States and Territories)

Registered to provide investment advisory services in 50 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GLADSTONE WRAP BROCHURE (9/24/2026)
GLADSTONE FORM ADV PART 2A, FIRM BROCHURE (9/24/2026)

Regulatory Assets Under Management

Total Number of Accounts

18,794

AUM (Assets Under Management)

$5,683,810,586

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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 20.2/13/26- Silverleaf Insurance Group- Property and Casualty- INV REL- At REP BUS LOC(S)- Started 1/1/26- 5 hrs/mth/ 1 hr during trading 21. 5/20/26-Exclusive Brokerage-Non-Variable Insurance-INV REL-At REP BUS LOC(S)- Started 5/12/26-2 hrs/mth/ during trading

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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 PEACOCK GROUP, INC. | THE CHOICE GROUP | SYMMETRY WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISOR GROUP | STAGE WEALTH MANAGEMENT | 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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(2/1/2017)
RR
Alaska
(5/11/2026)
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
Indiana
(11/12/2025)
RR
Iowa
(4/21/2015)
RR
Kansas
(4/21/2015)
RR
Kentucky
(2/1/2017)
RR
Maine
(4/17/2026)
RR
Maryland
(4/28/2026)
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 Hampshire
(4/20/2026)
RR
New Mexico
(5/8/2023)
RR
New York
(10/13/2020)
RR
North Carolina
(4/17/2026)
RR
Ohio
(1/31/2017)
RR
Oklahoma
(3/19/2024)
RR
Oregon
(5/3/2026)
RR
Pennsylvania
(3/22/2021)
RR
Rhode Island
(4/17/2026)
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
Vermont
(4/17/2026)
RR
Virgin Islands
(8/26/2021)
RR
Virginia
(6/25/2020)
RR
Washington
(3/19/2024)
RR
West Virginia
(11/6/2025)
RR
Wisconsin
(3/19/2024)
RR
Wyoming
(3/27/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2004About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2004About the Series 7 exam
FINRA
SRO Registrations

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Byron O Smith
Byron O Smith

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CRS (Client Relationship Summary) - RIA

Click below to view Justin Michael Gibson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Services Offered by Justin

  • Financial Planning
  • Estate & Legacy Planning
  • Risk Management & Insurance
  • Retirement Planning

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Justin Michael Gibson
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