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GW

Gary S. Webb

WEBB FINANCIAL GROUP
Bloomington, MN 55431
Some features on this profile are disabled
CRD#: 4912937
GW

Professional summary

Gary Scott Webb, who also goes by Gary S Webb, is a registered financial advisor currently at WEBB FINANCIAL GROUP located in Bloomington, Minnesota.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Gary has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Gary S Webb

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Scott Webb'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®
None

Experience

Current

January 13, 2014 - Present

WEBB FINANCIAL GROUP

Office #1: 8120 Penn Avenue South Suite 177, Bloomington, MN 55431
RIA
CRD#: 106617
Bloomington, MN

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".
WF
WEBB FINANCIAL GROUP
WEBB ADVISORS INCORPORATED | WEBB FINANCIAL GROUP, LLC | WEBB FINANCIAL GROUP

CRD#: 106617 / SEC#: 801-39985

RIA
Registered Investment Advisory firm - (9/17/1991 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.

Highlighted states indicate IAR registrations

IAR
Minnesota
(1/13/2014)

Exams

Current Firm

WF
WEBB FINANCIAL GROUP
WEBB ADVISORS INCORPORATED | WEBB FINANCIAL GROUP, LLC | WEBB FINANCIAL GROUP

CRD#: 106617 / SEC#: 801-39985

RIA
Registered Investment Advisory firm - (9/17/1991 Approved)
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Contact information

Main Address
8120 Penn Avenue South Suite 177, Bloomington, MN 55431
Mailing Address
Phone number
(952) 837-3200
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (10 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEBB FINANCIAL FORM ADV 2A JANUARY 2022 (3/28/2025)

Regulatory assets under management

Total Number of Accounts1,870
AUM (Assets Under Management)$ 371,209,000

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

WEBB FINANCIAL GROUP

CRD#: 106617Bloomington, MN 55431

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