Glenn A. Van Gieson

PENN FIRST ADVISORS

East Stroudsburg, PA

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CRD#: 1218221

Professional summary

Glenn Allen Van Gieson, CFP®, who also goes by Glenn Allen Vangieson, is a registered financial advisor currently at PENN FIRST ADVISORS located in East Stroudsburg, Pennsylvania.

Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Glenn has worked at 5 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

What are your service offerings?

Insurance Planning

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

Investment Planning

Estate Planning

Retirement Planning

Are you a "fiduciary"?

Yes

Aliases

Glenn Allen Vangieson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME: PENN FIRST INDEMNITY COMPANY; NATURE: INSURANCE; TITLE: PRESIDENT; BEGAN: MAY 1993; HOURS: 100; HOURS DURING TRADING: 100; DUTIES: MANAGE THE AGENCY AND SELL INSURANCE PRODUCTS. NAME: PENN FIRST MORTGAGE; ADDRESS: 37 HICKORY DRIVE, EAST STROUDSBURG, PA 18301; NATURE: MORTGAGE LOANS;POSITION: LOAN ORIGINATOR; TITLE: LOAN ORIGINATOR: RELATIONSHIP: SPOUSE TO OWNER BEATRIZ VAN GIESON; BEGAN: DECEMBER 2008; TIME DEVOTED TO BUSINESS: 10 HOURS MONTHLY; TIME DEVOTED TO BUSINESS DURING TRADING HOURS: 10 HOURS MONTHLY; DUTIES: ORIGINATE & PROCESS FIRST MORTGAGE LOANS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Allen Van Gieson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1990

Experience

Current

February 1, 1994 - Present

PENN FIRST ADVISORS

RIA

CRD#: 123356

East Stroudsburg, PA

Past

May 8, 1991 - August 3, 1993

VALLEY NATIONAL INVESTMENTS, INC.

CRD#: 16715

Past

January 25, 1991 - May 31, 1991

PILGRIM PLANNING ASSOCIATES, INC.

CRD#: 7955

Past

December 14, 1983 - November 27, 1990

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

Past

December 14, 1983 - November 27, 1990

SIGNATOR INVESTORS, INC.

CRD#: 468

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(2/1/1994)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/18/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 12/13/1983

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PENN FIRST ADVISORS

PENN FIRST ADVISORS | VAN TRUST | PENN FIRST ADVISORS INC.

CRD#: 123356 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (2/1/1994 Approved)

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Contact information

Main Address

East Stroudsburg, PA

Mailing Address

Post Office Box 726, Tannersville, PA 18372

Phone number

(570) 629-9025

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	25
AUM (Assets Under Management)	$ 5,248,599

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Glenn A. Van Gieson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Allen Van Gieson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PENN FIRST ADVISORS

VALLEY NATIONAL INVESTMENTS, INC.

PILGRIM PLANNING ASSOCIATES, INC.

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/18/1989

Series 6

Date: 12/13/1983

Current Firm

PENN FIRST ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PENN FIRST ADVISORS

TRUST BUT VERIFY

Contact information

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