Unclaimed Profile

Hal Matthew Gilbert

ARBOR POINT ADVISORS, LLC·LAVISTA, Nebraska

SIE, Series 7, Series 24, Series 51, Series 55, Series 57TO, Series 63, Series 65Clean record14 years registeredARBOR POINT ADVISORS, LLC

12325 PORT GRACE BLVD., LAVISTA, NE 68128CRD# 726962Firm CRD# 165127

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Hal Matthew Gilbert · LAVISTA, NE

Registration

CRD #726962 · ARBOR POINT ADVISORS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Oct 2011 – present

FSC SECURITIES CORPORATION

Nov 2020 – Nov 2023

ATLANTA, GA

SAGEPOINT FINANCIAL, INC.

Nov 2020 – Sep 2023

PHOENIX, AZ

WOODBURY FINANCIAL SERVICES, INC.

Nov 2020 – Jan 2024

OAKDALE, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 55

Series 57TO

Series 63

Series 65

Registration record

First registered · October 21, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARBOR POINT ADVISORS, LLC

CRD 165127 · SEC 801-77135

AUM

$6.9B

Regulatory assets under management

Employees

2,643

28,010 client accounts

Services offered by ARBOR POINT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ARBOR POINT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Hal Matthew Gilbert offer?

Hal Matthew Gilbert specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAVISTA, Nebraska for a consultation.

What are Hal Matthew Gilbert's credentials?

Hal Matthew Gilbert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Hal Matthew Gilbert located?

Hal Matthew Gilbert is based in LAVISTA, Nebraska, working with ARBOR POINT ADVISORS, LLC. Their office serves clients in the LAVISTA metropolitan area and surrounding communities.

How does Hal Matthew Gilbert charge for services?

Hal Matthew Gilbert's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARBOR POINT ADVISORS, LLC?

ARBOR POINT ADVISORS, LLC has approximately 2643 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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