Donald Lewis Retallick
Investment adviser representative at Gibbs Wealth Management, LLC
17 yearsExperience
1 stateRegistered in
$1.1BFirm assets
4 yearsFirm in business
Are you Donald Lewis Retallick? Claim your profile
Contact this firm
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
17 years in the industry.
- Gibbs Wealth Management, LLCAug 2021 to now
- Retallick Financial Group, Inc.Jan 2009 to now
- Visionary Wealth Management, LLCDec 2020 to Apr 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7321170
- Firm CRD
- 281621