Michael John Gibbs
Investment adviser representative at Cwm, LLC
37 yearsExperience
1 stateRegistered in
$50.6BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
37 years in the industry.
- Cwm, LLCJan 2024 to now
- Ars Investment Advisors, IncJul 2018 to now
- Advanced Retirement StrategiesJan 2018 to now
- Michael J Gibbs Independent InsuranceOct 2005 to now
- Corporate Benefits IncMay 1989 to now
- Michael J Gibbs InsuranceMay 1989 to now
- United Planners' Financial Services of America a Limited PartnerMar 2019 to Jan 2024
- Allegis Investment Services, LLCApr 2014 to Mar 2019
- Allegis Investment Advisers, LLC Bowengroup Advisors, LLCFeb 2013 to Mar 2019
- Allegis Wealth AdvisorsMay 2008 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (UT).
Cwm, LLC
$50.6BAssets managed
52,669Clients
658Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2817669
- Firm CRD
- 155344