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Leeanna Grace Kraus Glessing

CHA FINANCIAL ADVISORS
DENVER, CO
·CRD# 2381458·33 years experience

Professional Summary

Leeanna Grace Kraus Glessing, who also goes by Leeanna Grace Kraus Glessing, Leeanna K Glessing, Leeanna Grace Kraus, Leeanna Grace Miller, is a registered financial advisor currently at CHA FINANCIAL ADVISORS located in Denver, Colorado and PETRIE PARTNERS SECURITIES, LLC located in Houston, Texas. Leeanna is registered as a RR (Registered Representative) and started their career in finance in 1993. Leeanna has worked at 9 firms and has passed the Series 63, Series 65, Series...

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Leeanna Grace Kraus Glessing, Leeanna K Glessing, Leeanna Grace Kraus, Leeanna Grace Miller

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

33 years in the financial services industry

Current & Past Employments

CHA FINANCIAL ADVISORS·CRD# 46726
BD
1700 Lincoln Street, Suite 3030, Denver, CO 80203
July 22, 2024 - Present
PETRIE PARTNERS SECURITIES, LLC·CRD# 131783
BD
600 Travis Street, Suite 7400, Houston, TX 77002
November 29, 2025 - Present
BOSONIC SECURITIES·CRD# 317012
BD
Ponte Vedra Beach, FL
September 17, 2025 - August 14, 2026
J.P. MORGAN SECURITIES LLC·CRD# 79
RIA
Seattle, WA
June 28, 2018 - December 31, 2021
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Seattle, WA
June 28, 2018 - July 17, 2022
CAPITAL ONE ADVISORS, LLC·CRD# 136865
RIA
Seattle, WA
September 14, 2012 - February 17, 2017
CAPITAL ONE INVESTING, LLC·CRD# 45744
BD
Seattle, WA
September 14, 2012 - February 17, 2017
SYMETRA SECURITIES, INC.·CRD# 739
BD
Bellevue, WA
August 16, 2006 - December 31, 2011
SIGNATOR FINANCIAL SERVICES, INC.·CRD# 19061
RIA
Bellevue, WA
May 18, 2001 - December 31, 2011
TALBOT FINANCIAL SERVICES, INC.·CRD# 46345
BD
Albuquerque, NM
April 28, 1999 - December 31, 2001
SIGNATOR FINANCIAL SERVICES, INC.·CRD# 19061
BD
Bellevue, WA
October 13, 1993 - December 31, 2011

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Current Firm

PP
PETRIE PARTNERS SECURITIES, LLC

FORT DEARBORN CAPITAL ADVISORS, LLC | WESTMOOR CAPITAL ADVISORS, LLC | STRATEGIC ENERGY SECURITIES, LLC | PETRIE PARTNERS SECURITIES, LLC | LUOPAN CAPITAL LLC

CRD#: 131783 / SEC#: 8-66503
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

Contact Information

Main Address

600 Travis Street, Suite 7400, Houston, TX 77002

Mailing Address

600 Travis Street, Suite 7400, Houston, TX 77002

Phone Number

(713) 659-0760

Established

Delaware since 08/17/2011

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (5 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PETRIE PARTNERS, LLCMANAGING MEMBER, OWNER—
BOCK, MICHAEL ERICMANAGING DIRECTOR2454381
GLESSING, LEEANNA GRACE KRAUSCCO & FINOP2381458
HUGHES, JON CUSTERMANAGING DIRECTOR2152626

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(2/23/2026)
RR
New Jersey
(11/29/2025)
RR
Texas
(11/29/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2026About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 1999About the Series 65 exam

Series 52TO — Municipal Securities Representative Examination

Passed Jan 2023About the Series 52TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2001About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 1993About the Series 6 exam

Series 27 — Financial and Operations Principal Examination

Passed Aug 2003About the Series 27 exam

Series 53 — Municipal Securities Principal Examination

Passed May 2001About the Series 53 exam

Series 24 — General Securities Principal Examination

Passed May 2001About the Series 24 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Apr 1994About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Leeanna Grace Kraus Glessing's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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