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Brian Wade Whitaker

Investment Adviser Representative at GIBBS WEALTH MANAGEMENT, LLC

Brookfield, WICRD #4583876Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
4 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brian Wade Whitaker has worked in the securities industry since 2007. They have passed the Series 66, 63, 26, and 7 examinations. They are registered to provide investment advisory services in Illinois, Indiana, Iowa, and Wisconsin.

Registrations & licenses

Registration type
Dual-registered
Registered in 4 states
IllinoisIndianaIowaWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/17/2003
Series 63
Uniform Securities Agent State Law Examination
Passed 12/28/2002
Series 7
General Securities Representative Examination
Passed 11/5/2002
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 8/30/2004

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Gibbs Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

GIBBS WEALTH MANAGEMENT, LLCCurrent
4/21/2020Brookfield, WI
VISIONARY WEALTH MANAGEMENT, LLC
4/20/20218/11/2021Burlington, WI
GREAT LAKES WEALTH MANAGEMENT, LLC
10/26/20116/30/2020Burlington, WI
QUESTAR ASSET MANAGEMENT, INC.
3/3/200912/10/2010Minneapolis, MN
PRUDENTIAL FINANCIAL PLANNING SERVICES
1/29/200310/20/2005Burlington, WI

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Wade Whitaker has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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