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MG

Matthew J. Gibbs

BERGER FINANCIAL GROUP
South Burlington, VT 05403
Some features on this profile are disabled
CRD#: 7275624
MG

Professional summary

Matthew Jacob Gibbs is a registered financial advisor currently at BERGER FINANCIAL GROUP located in South Burlington, Vermont.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Matthew has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

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 Matthew Jacob Gibbs'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

May 6, 2022 - Present

BERGER FINANCIAL GROUP

Office #1: 110 Kimball Avenue Suite 240, South Burlington, VT 05403
RIA
CRD#: 308174
South Burlington, VT
Past

September 20, 2021 - April 28, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
BURLINGTON, VT
Past

September 20, 2021 - April 28, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
BURLINGTON, VT
Past

March 15, 2021 - August 31, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Portland, OR
Past

November 23, 2020 - August 31, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Portland, OR

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".
BF
BERGER FINANCIAL GROUP
BELL WEALTH MANAGEMENT | TONDRYK WEALTH MANAGEMENT | ROBERT GORDON ASSOCIATES, INC. | INDEPENDENT FINANCIAL COMPANY | BERGER FINANCIAL GROUP, LLC | BERGER FINANCIAL GROUP, INC. | BERGER FINANCIAL GROUP

CRD#: 308174 / SEC#: 801-118923

RIA
Registered Investment Advisory firm - (6/16/2020 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
Vermont
(5/6/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/27/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/22/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/10/2020
Securities Industry Essentials Examination

Current Firm

BF
BERGER FINANCIAL GROUP
BELL WEALTH MANAGEMENT | TONDRYK WEALTH MANAGEMENT | ROBERT GORDON ASSOCIATES, INC. | INDEPENDENT FINANCIAL COMPANY | BERGER FINANCIAL GROUP, LLC | BERGER FINANCIAL GROUP, INC. | BERGER FINANCIAL GROUP

CRD#: 308174 / SEC#: 801-118923

RIA
Registered Investment Advisory firm - (6/16/2020 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1695 State Hwy 169 N, Plymouth, MN 55441
Mailing Address
Phone number
(763) 746-2666
Established
Firm type
Fiscal year end
# of Employees
89

SEC notice filing (41 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

BERGER FINANCIAL GROUP ADV PART 2A 2024 (3/9/2026)

Regulatory assets under management

Total Number of Accounts11,139
AUM (Assets Under Management)$ 2,948,862,004

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

BERGER FINANCIAL GROUP

CRD#: 308174South Burlington, VT 05403

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