Justin Michael Gibson

Employer firm

Gladstone Wealth Partners CRD 250787

$5.68B regulatory AUM 45 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• WRAP FEE ACCOUNTS, RETIREMENT PLANNING CONSULTING SERVICES, GENERAL CONSULTING SERVICES, AND REFERRAL SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2004 → Present
  Various Insurance Carriers For W&R Insurance Agencies
  Omaha, NE
• 08/2013 → Present
  Roxie Llc
  Omaha, NE
• 10/2014 → 01/2017
  Silverleaf Consulting Llc
  Omaha, NE
• 04/2015 → Present
  Lpl Financial, Llc
  Omaha, NE
• 04/2015 → 04/2017
  Wealthplan Partners
  Omaha, NE
• 12/2016 → 03/2022
  Silverleaf Advisor Group, Llc
  Omaha, NE
• 02/2022 → Present
  Gladstone Wealth Partners
  Omaha, NE

Previous Registrations

• 2017-01-03 → 2022-03-31
  Silverleaf Advisor Group, Llc
  Omaha, NE
• 2015-04-22 → 2017-05-01
  Wealthplan Partners
  Omaha, NE
  Omaha, NE
• 2004-08-17 → 2015-05-12
  Waddell & Reed
  Omaha, NE
  Omaha, NE
  Omaha, NE

Other Businesses

1. 4/21/2015:Roxie LLC - Not Inv Rel - Other- Bus Owner - president/owner - Time Spent 5% 2. 4/21/2015:Silverleaf Wealth Management - Inv Rel - At Reported Bus Loc(s) - DBA for LPL Bus (entity for LPL bus) - Start4/20/2015 - Time Spent 100% 3. 4/21/2015: Gibson Financial Inc. - Inv Rel - At Reported Bus Loc(s) - Bus Entity For Tax/Inv Purposes Only - Time Spent 5% 4. 5/28/2015:WIIG-CODR UNDERWRITERS, CO - Inv Rel - At Reported Bus Loc(s) - NON-VARIABLE INSURANCE - Start5/21/2015 - 2 Hours Per Month/ During Trading 5. 4/11/2016:Beech Partners, LLC - Inv Rel - Omaha, NE - Other-Land Purchase-Residential Homes - Start Date 4/8/2016 - 0 Hours Per Month/ During Trading 6. 1/11/2017:Kate James, LLC - Inv Rel - Home Based - Bus Entity For Tax/Inv Purposes Only - Start Date 1/9/2017 - 0 Hours Per Month/ During Trading 7. 5/12/2017: Gibson Financial, Inc- Inv Rel - At Reported Business Loc(s) - Real Estate Rental - Started 5/2/2017 - 0Hrs/Mth 8. 8/15/2019:Silverleaf Tax & Accounting - Inv rel - At reported bus loc(s) - Tax Prep/Accounting/CPA - Started7/31/2019 - 2Hrs/MthDuringTrading 9. 5/21/2021:Silverleaf Advisor Group, LLC - Inv Rel - At Reported Bus Loc(s) - Non-Variable Ins - Started4/1/2021 - 2Hrs/MthDuringTrading 10. 5/21/2021: Gibson Financial, Inc- Inv Rel- At Reported Bus Loc(s)- Non-Variable Insurance- Started4/1/2021 - 2Hrs/MthDuringTrading 11. 4/7/2022 - Gladstone Institutional Advisory- Inv Rel- At Reported Bus Loc(s)- Registered Investment Advisor Hybrid- Start Date 3/31/2022- 160 Hrs Per Mth/6 Hrs During Trading - I provide inv advisory services through Gladstone Institutional Advisory, an independent inv advisor firm. I started this bus activity in 4/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV.. 12. 4/7/2022- Nouveau Depart LLC- Not Inv Rel- Home Based- Bus Entity For Tax/Inv Purposes Only - Start Date 3/30/2022- 1 Hrs Per Mth/0 Hrs During Trading 13. 2/14/2023 - Ash Brokerage - Inv Rel- At Rep Bus Loc(s)- Non-Variable Insurance- Start Date 2/6/2023 - 5 Hrs a Month/5 Hrs During Trading 14. 9/6/2023- Other- Non-Variable Insurance- At Rep Bus Loc(s)- Inv Rel- Start Date 8/28/2023 - 5 Hours a Month/ During Trading 15. 02/12/2024 - Skytail Getaway, LLC - Non-Inv related - Business Entity For Tax/Investment Purposes Only - Started: 12/21/2023 - 0 Hrs/mo. 16. 9/24/24- Massive Value LLC- Business Entity For Tax/Investment Purposes Only- Owner- Not INV REL- At REP BUS LOC(s)- Started 10/1/24- 10 hrs a mth/ during trading 17. 9/24/24- American Senior Benefits- Non-Variable Insurance- Agent- INV REL- At REP BUS LOC(s)- Started 9/4/24- 3 hrs a mth/ during trading 18. 9/24/24- Gladstone Institutional Partners- Registered Investment Advisor Hybrid- IAR- INV REL- At REP BUS LOC(s)- Started 9/19/24- 160 hrs a mth/ during trading- I provide investment advisory services through Gladstone Institutional Partners, an independent investment advisor firm. I started this business activity in 9/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV... 19. 01/08/2025- Gibson Financial Inc.- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 04/15/2015- 200 Hours Per Month- 150 Hours During Trading 20.2/13/26- Silverleaf Insurance Group- Property and Casualty- INV REL- At REP BUS LOC(S)- Started 1/1/26- 5 hrs/mth/ 1 hr during trading 21. 5/20/26-Exclusive Brokerage-Non-Variable Insurance-INV REL-At REP BUS LOC(S)- Started 5/12/26-2 hrs/mth/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2004-08-13

Other Names

• Justin Gibson