Michael Lee (CRD# 1752868) is an Investment Advisor Representative working at Gibbs Wealth Management, LLC in Crown Point, IN and has over 7 years of experience in the finance industry.
CRD# 4320235
Edward Jones
CRD# 6691750
Ameriprise Financial Services, LLC
CRD# 4849315
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gibbs Wealth Management, LLC | Indianapolis, IN | Jan 2024 - Current | < 1 |
| Baker Richards Wealth Management,llc | Indianapolis, IN | Sep 2021 - Current | 2 |
| Hoosier Busienss & Family Real Estate | Indianapolis, IN | Jul 2002 - Current | 21 |
| Creativeone Securities, LLC | Leawood, KS | Sep 2021 - Jan 2024 | 2 |
| Horace Mann Companies | Springfield, IL | Aug 2017 - Aug 2021 | 4 |
| Horace Mann Investors, Inc. | Springfield, IL | Sep 2016 - Aug 2021 | 4 |
| Wallman Financial, Llc Dba Horace Mann | Greenwood, IN | Sep 2016 - Aug 2017 | < 1 |
| Horace Mann Companies | Springfield, IL | May 2016 - Aug 2017 | 1 |
| Barry White & Associates Dba Horace Mann | Indianapolis, IN | May 2016 - Sep 2016 | < 1 |
| Insurance Professionals | Indianapolis, IN | Apr 2011 - Apr 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2016 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- IN
-
Total Assets Under Management391MILLIONS
-
Total Number of Accounts2,983ACCOUNTS
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Average Account Value$131,205
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, NC, NJ, OH, PA, RI, TN, TX, VA, VT, WI
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