ND
Nicholas A. Duncheon
GIBBS WEALTH MANAGEMENT
Owensboro, KY 42303
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CRD#: 5984115
ND
Professional summary
Nicholas Anthony Duncheon, who also goes by Nick Duncheon, is a registered financial advisor currently at GIBBS WEALTH MANAGEMENT, LLC located in Owensboro, Kentucky.
Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Nicholas has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nick Duncheon
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.
AMERICAN PRINCIPAL LLC; INVESTMENT RELATED; EVANSVILLE, IN; OWNER/INSURANCE AGENT-INSURANCE SALES AND SERVICES; START 09/2011; 120 HOURS PER MONTH (80%) OF TIME IN THIS PRACTICE.
GIBBS WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; INVESTMENT ADVISOR REPRESENTATIVE; ALPHARETTA, GA; START DATE 07/2020; APPROXIMATELY 10% OF TIME
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Anthony Duncheon'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
July 8, 2020 - Present
GIBBS WEALTH MANAGEMENT, LLC
Office #1: 1727 Sweeney Street Suite 105, Owensboro, KY 42303Office #2: 1211 Tutor Lane Suite H, Evansville, IN 47715RIA
CRD#: 281621
Owensboro, KY
Past
April 20, 2021 - August 11, 2021
VISIONARY WEALTH MANAGEMENT, LLC
RIA
CRD#: 311702
EVANSVILLE, IN
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
GIBBS WEALTH MANAGEMENT, LLC
360 WEALTH MANAGEMENT, LLC | WEALTHFUL FINANCIAL GROUP, INC. | TW WEALTH MANAGEMENT | TURNEY WEALTH MANAGEMENT, LLC | TOTAL FINANCIAL WEALTH MANAGEMENT | TEAM N&L WEALTH MANAGEMENT | SYNERGIST PRIVATE WEALTH | SUNCREST WEALTH ADVISORS, LLC | STRATEGIC WEALTH ASSET MANAGEMENT, LLC | SRS WEALTH MANAGEMENT | SMART WEALTH MANAGEMENT | SBC WEALTH MANAGEMENT | ROSE FINANCIAL MANAGEMENT | RETIREMENT PLANNERS OF TEXAS | RETALLICK WEALTH MANAGEMENT | REISING FINANCIAL | PRESERVATION FINANCIAL GROUP | MUNDT WEALTH MANAGEMENT | MTD WEALTH MANAGEMENT | MITCHELL WEALTH MANAGEMENT, LLC | MIPRO WEALTH MANAGEMENT | MESSINA'S WEALTH MANAGEMENT | MARATHON GROUP WEALTH MANAGEMENT | LEGACY GROUP WEALTH MANAGEMENT | LEGACY 360 WEALTH MANAGEMENT, LLC | KNEPP WEALTH MANAGEMENT, LLC | KNEPP WEALTH MANAGEMENT | INVESTSAFE FINANCIAL | INTEGRITY PRIVATE WEALTH, LLC | HYBRID WEALTH MANAGEMENT | HARPER WEALTH MANAGEMENT | GRIMES FINANCIAL GROUP | GREAT LAKES WEALTH MANAGEMENT, LLC | GREAT LAKES WEALTH MANAGEMENT | GRADY GROUP INC. | GIBBS WEALTH MANAGEMENT, LLC | FUTURE FOCUS WEALTH MANAGEMENT | FLYING EAGLE FINANCIAL | FINANCIAL RESOURCES GROUP | FINANCIAL ALLIANCE & INSURANCE SOLUTIONS | FDT WEALTH MANAGEMENT, INC. | FAIRBRIDGE CAPITAL MANAGEMENT | EVERGREEN TEAM WEALTH MANAGEMENT, LLC | DIVERSIFIED WEALTH MANAGEMENT | COSAINT ADVISORS, LLC | CORNERSTONE WEALTH & TAX ADVISORY GROUP | COMPASS WEALTH MANAGEMENT | BILL SMITH WEALTH MANAGEMENT, LLC | BEACON WEALTH MANAGEMENT | BAKER RICHARDS WEALTH MANAGEMENT | AMERICAN PRINCIPAL WEALTH MANAGEMENT | ALLEN WEALTH & ASSET MANAGEMENT | ABSOLUTE WEALTH MANAGEMENT, LLC
CRD#: 281621 / SEC#: 801-123227
RIA
Registered Investment Advisory firm - (2/15/2022 Approved)California
Registered Investment Advisory firm - (3/23/2022 Terminated)Florida
Registered Investment Advisory firm - (2/21/2022 Terminated)Georgia
Registered Investment Advisory firm - (3/18/2022 Terminated)Idaho
Registered Investment Advisory firm - (2/21/2022 Terminated)Illinois
Registered Investment Advisory firm - (3/9/2022 Terminated)Indiana
Registered Investment Advisory firm - (2/22/2022 Terminated)Iowa
Registered Investment Advisory firm - (2/22/2022 Terminated)Nevada
Registered Investment Advisory firm - (3/21/2022 Terminated)North Carolina
Registered Investment Advisory firm - (2/22/2022 Terminated)Ohio
Registered Investment Advisory firm - (2/21/2022 Terminated)Texas
Registered Investment Advisory firm - (2/21/2022 Terminated)Utah
Registered Investment Advisory firm - (2/22/2022 Terminated)Virginia
Registered Investment Advisory firm - (2/23/2022 Terminated)Wisconsin
Registered Investment Advisory firm - (2/21/2022 Terminated)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
Indiana(7/8/2020)
IAR
Kentucky(7/2/2024)
Current Firm
GW
GIBBS WEALTH MANAGEMENT, LLC
360 WEALTH MANAGEMENT, LLC | WEALTHFUL FINANCIAL GROUP, INC. | TW WEALTH MANAGEMENT | TURNEY WEALTH MANAGEMENT, LLC | TOTAL FINANCIAL WEALTH MANAGEMENT | TEAM N&L WEALTH MANAGEMENT | SYNERGIST PRIVATE WEALTH | SUNCREST WEALTH ADVISORS, LLC | STRATEGIC WEALTH ASSET MANAGEMENT, LLC | SRS WEALTH MANAGEMENT | SMART WEALTH MANAGEMENT | SBC WEALTH MANAGEMENT | ROSE FINANCIAL MANAGEMENT | RETIREMENT PLANNERS OF TEXAS | RETALLICK WEALTH MANAGEMENT | REISING FINANCIAL | PRESERVATION FINANCIAL GROUP | MUNDT WEALTH MANAGEMENT | MTD WEALTH MANAGEMENT | MITCHELL WEALTH MANAGEMENT, LLC | MIPRO WEALTH MANAGEMENT | MESSINA'S WEALTH MANAGEMENT | MARATHON GROUP WEALTH MANAGEMENT | LEGACY GROUP WEALTH MANAGEMENT | LEGACY 360 WEALTH MANAGEMENT, LLC | KNEPP WEALTH MANAGEMENT, LLC | KNEPP WEALTH MANAGEMENT | INVESTSAFE FINANCIAL | INTEGRITY PRIVATE WEALTH, LLC | HYBRID WEALTH MANAGEMENT | HARPER WEALTH MANAGEMENT | GRIMES FINANCIAL GROUP | GREAT LAKES WEALTH MANAGEMENT, LLC | GREAT LAKES WEALTH MANAGEMENT | GRADY GROUP INC. | GIBBS WEALTH MANAGEMENT, LLC | FUTURE FOCUS WEALTH MANAGEMENT | FLYING EAGLE FINANCIAL | FINANCIAL RESOURCES GROUP | FINANCIAL ALLIANCE & INSURANCE SOLUTIONS | FDT WEALTH MANAGEMENT, INC. | FAIRBRIDGE CAPITAL MANAGEMENT | EVERGREEN TEAM WEALTH MANAGEMENT, LLC | DIVERSIFIED WEALTH MANAGEMENT | COSAINT ADVISORS, LLC | CORNERSTONE WEALTH & TAX ADVISORY GROUP | COMPASS WEALTH MANAGEMENT | BILL SMITH WEALTH MANAGEMENT, LLC | BEACON WEALTH MANAGEMENT | BAKER RICHARDS WEALTH MANAGEMENT | AMERICAN PRINCIPAL WEALTH MANAGEMENT | ALLEN WEALTH & ASSET MANAGEMENT | ABSOLUTE WEALTH MANAGEMENT, LLC
CRD#: 281621 / SEC#: 801-123227
RIA
Registered Investment Advisory firm - (2/15/2022 Approved)California
Registered Investment Advisory firm - (3/23/2022 Terminated)Florida
Registered Investment Advisory firm - (2/21/2022 Terminated)Georgia
Registered Investment Advisory firm - (3/18/2022 Terminated)Idaho
Registered Investment Advisory firm - (2/21/2022 Terminated)Illinois
Registered Investment Advisory firm - (3/9/2022 Terminated)Indiana
Registered Investment Advisory firm - (2/22/2022 Terminated)Iowa
Registered Investment Advisory firm - (2/22/2022 Terminated)Nevada
Registered Investment Advisory firm - (3/21/2022 Terminated)North Carolina
Registered Investment Advisory firm - (2/22/2022 Terminated)Ohio
Registered Investment Advisory firm - (2/21/2022 Terminated)Texas
Registered Investment Advisory firm - (2/21/2022 Terminated)Utah
Registered Investment Advisory firm - (2/22/2022 Terminated)Virginia
Registered Investment Advisory firm - (2/23/2022 Terminated)Wisconsin
Registered Investment Advisory firm - (2/21/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3980 Old Milton Parkway, Alpharetta, GA 30005
Mailing Address
Phone number
(678) 694-8770
Established
Firm type
Fiscal year end
# of Employees
126
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,460 |
| AUM (Assets Under Management) | $ 639,157,693 |
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.
