Robert Isaac Willis

Employer firm

Gibraltar Capital Management, Inc. CRD 122328

$1.35B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2024 → Present
  Gibraltar Capital Management, Inc.
  Tulsa, OK
• 08/2014 → 05/2020
  Regent Prep
  Tulsa, OK
• 08/2020 → 05/2024
  Oklahoma State University
  Stillwater, OK
• 05/2023 → 07/2023
  Aim Investment Holdings
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-29