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Laura Pesek

Gibbs Wealth Management, LLC
32 Years of Experience
Lemoyne, PA
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Laura Pesek is a registered investment advisor at Gibbs Wealth Management, LLC, based in Lemoyne, PA, with 32 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,356 clients with $1.1B in assets under management.

Gibbs Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
68 advisors
Number of Clients
5,356 clients
Average Client Portfolio
$199K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
AnyIncluded

Advisory fees are charged as a percentage of assets under management and disclosed in the client agreement. Total fees including platform and strategist fees will not exceed 3% per year. Fees are negotiable based on account size, services requested, and householding.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4 Lemoyne Drive, STE 204, Lemoyne, PA, 17043

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2022
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Laura is an insurance agent with LP Financial Associates, selling fixed annuities, disability, health, life, property & casualty, employee benefits, and LTC, dedicating about half of her time. She also operates as a sole proprietor, assisting clients with life, disability, medical insurance, and fixed annuities, spending about a quarter of her time on this activity.

Employment History
Current Registrations
Gibbs Wealth Management, LLC
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Woodbury Financial Services, INC.Broker
March 2019 - April 2023 · 4 yrs 1 mo
Woodbury Financial Services, INC.
March 2019 - April 2023 · 4 yrs 1 mo
Questar Capital CorporationBroker
January 2011 - March 2019 · 8 yrs 2 mos
Questar Asset Management, INC.
January 2011 - March 2019 · 8 yrs 2 mos
Securian Financial Services, INC.
May 2001 - January 2011 · 9 yrs 8 mos
Securian Financial Services, INC.Broker
October 1996 - January 2011 · 14 yrs 3 mos
Kemper Distributors, INC.Broker
February 1995 - March 1995 · 1 mo
Wma Securities, INC.Broker
January 1995 - September 1996 · 1 yr 8 mos
Kemper Financial Services, INC.Broker
February 1994 - February 1995 · 1 yr
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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