Brian Whitaker
Brian Whitaker is a registered investment advisor at Gibbs Wealth Management, LLC, based in Burlington, WI, with 19 years of industry experience. Brian 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
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
Location
116 North Dodge Street, Unit 8, Burlington, WI, 53105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is an insurance agent at Whitaker Insurance since 2005 and owner/insurance agent at 1st Opulence Financial LLC since 2015, selling various insurance products and services; these activities take up significantly more than full-time hours. He also receives farm income and created B&M Financial Inc. to receive insurance compensation.
Employment History
Current Registrations
Gibbs Wealth Management, LLC
Previous Registrations
Visionary Wealth Management, LLC
Great Lakes Wealth Management, LLC
Questar Asset Management, INC.
Prudential Financial Planning Services
State Registrations4 states
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
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