Paul E. Pangburn

GIBSON FINANCIAL SOLUTIONS

Ellsworth, ME 04605

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CRD#: 5307332

Professional summary

Paul Ej Pangburn, CFP® is a registered financial advisor currently at GIBSON FINANCIAL SOLUTIONS, INC. located in Ellsworth, Maine.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Paul has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Investment Planning

Employee and Employer Plan Ben...

Budgeting

Insurance Planning

Education Planning

Estate Planning

Tax Planning

Retirement Planning

Comprehensive Financial Planni...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

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 Paul Ej Pangburn'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: 2010

Experience

Current

March 11, 2009 - Present

GIBSON FINANCIAL SOLUTIONS, INC.

Office #1: 67 Franklin Street, Ellsworth, ME 04605

RIA

CRD#: 117831

Ellsworth, ME

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".

GIBSON FINANCIAL SOLUTIONS, INC.

GIBSON FINANCIAL SOLUTIONS, INC. | GIBSON FINANCIAL SOLUTIONS, L.L.C.

CRD#: 117831 / SEC#: 801-131019

RIA

Registered Investment Advisory firm - (9/9/2024 Approved)

Florida

Registered Investment Advisory firm - (10/9/2024 Terminated)

Maine

Registered Investment Advisory firm - (10/22/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Maine
(3/11/2009)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/24/2007

Uniform Investment Adviser Law Examination

Current Firm

GIBSON FINANCIAL SOLUTIONS, INC.

GIBSON FINANCIAL SOLUTIONS, INC. | GIBSON FINANCIAL SOLUTIONS, L.L.C.

CRD#: 117831 / SEC#: 801-131019

RIA

Registered Investment Advisory firm - (9/9/2024 Approved)

Florida

Registered Investment Advisory firm - (10/9/2024 Terminated)

Maine

Registered Investment Advisory firm - (10/22/2024 Terminated)

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Contact information

Main Address

67 Franklin Street, Ellsworth, ME 04605

Mailing Address

Po Box 1093, Ellsworth, ME 04605

Phone number

(207) 667-9993

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (3/6/2025)

Regulatory assets under management

Total Number of Accounts	428
AUM (Assets Under Management)	$ 124,927,944

Red Flags

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

Contact information

(xxx) xxx-xxxx

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Paul E. Pangburn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Ej Pangburn's CRS (Customer Relationship Summary).

Certified licenses

Experience

GIBSON FINANCIAL SOLUTIONS, INC.

Primary Firm SEC Registration

GIBSON FINANCIAL SOLUTIONS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/24/2007

Current Firm

GIBSON FINANCIAL SOLUTIONS, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GIBSON FINANCIAL SOLUTIONS, INC.

TRUST BUT VERIFY

Contact information

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