Stephen Schoen Baldwin
Investment adviser representative at Gibbs Wealth Management, LLC
20 yearsExperience
1 stateRegistered in
$1.1BFirm assets
4 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Gibbs Wealth Management, LLCDec 2025 to now
- Baldwin Financial Group, LLCJul 2020 to now
- Capital Insurance Group, Inc.Jul 2015 to now
- Kinetic Investment Management, Inc.Feb 2021 to Dec 2025
- Visionary Wealth Management, LLCDec 2020 to Apr 2021
- Gibbs Wealth Management, LLCSep 2020 to Apr 2021
- Kansai Japenese SteakhouseMay 2006 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (KY).
Gibbs Wealth Management, LLC
$1.1BAssets managed
5,356Clients
68Advisers
4 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
- 7285769
- Firm CRD
- 281621