Gibbs Wealth Management, LLC
SEC RegisteredA Successful Retirement Is Within Your Reach
About the firm
Cosaint Financial LLC is a financial planning firm focused on the unique needs that retirees face approaching and while in retirement. The firm takes a holistic approach to planning that includes comprehensive advice consistent with the fiduciary level of care it provides its clients. Cosaint Financial believes in protecting your principal, helping you attain a reasonable rate of return, and keeping things simple.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning focused on safety of principal, reasonable rate of return, and simplified strategies; active wealth management including portfolio analysis, tax planning in retirement, and ongoing annual financial reviews; educational seminars; and assets under management (AUM) services.
Who they serve
Retirees and individuals approaching or already in retirement, including those in Wisconsin and Illinois.
Leadership
Office locations
Advisors at this firm
68 advisors in the directory
Regulatory & compliance
Data as of August 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gibbs Wealth Management, LLC 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 the SEC or FINRA websites before making any decision.
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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