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LG

Leeanna G. Glessing

CHA FINANCIAL ADVISORS
Denver, CO 80203
Some features on this profile are disabled
CRD#: 2381458
LG

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 professional currently at CHA FINANCIAL ADVISORS located in Denver, Colorado and BOSONIC SECURITIES located in Spearfish, South Dakota.

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 52TO, Series 99TO, SIE, Series 7, Series 6, Series 27, Series 53, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Leeanna Grace Kraus Glessing | Leeanna K Glessing | Leeanna Grace Kraus | Leeanna Grace Miller

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Leeanna Grace Kraus Glessing's CRS (Customer Relationship Summary).
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®
None

Experience

Current

July 22, 2024 - Present

CHA FINANCIAL ADVISORS

Office #1: 1700 Lincoln Street, Suite 3030, Denver, CO 80203
BD
CRD#: 46726
Denver, CO
Current

September 17, 2025 - Present

BOSONIC SECURITIES

Office #1: 3761 W Beartooth Loop, Spearfish, SD 57783
BD
CRD#: 317012
SPEARFISH, SD
Current

November 29, 2025 - Present

PETRIE PARTNERS SECURITIES, LLC

Office #1: 600 Travis Street, Suite 7400, Houston, TX 77002
BD
CRD#: 131783
HOUSTON, TX
Past

June 28, 2018 - December 31, 2021

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
SEATTLE, WA
Past

June 28, 2018 - July 17, 2022

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
SEATTLE, WA
Past

September 14, 2012 - February 17, 2017

CAPITAL ONE ADVISORS, LLC

RIA
CRD#: 136865
SEATTLE, WA
Past

September 14, 2012 - February 17, 2017

CAPITAL ONE INVESTING, LLC

BD
CRD#: 45744
SEATTLE, WA
Past

August 16, 2006 - December 31, 2011

SYMETRA SECURITIES, INC.

BD
CRD#: 739
BELLEVUE, WA
Past

May 18, 2001 - December 31, 2011

SIGNATOR FINANCIAL SERVICES, INC.

RIA
CRD#: 19061
BELLEVUE, WA
Past

April 28, 1999 - December 31, 2001

TALBOT FINANCIAL SERVICES, INC.

BD
CRD#: 46345
ALBUQUERQUE, NM
Past

October 13, 1993 - December 31, 2011

SIGNATOR FINANCIAL SERVICES, INC.

BD
CRD#: 19061
BELLEVUE, WA

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(2/23/2026)
RR
New Jersey
(11/29/2025)
RR
South Dakota
(9/17/2025)
RR
Texas
(11/29/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 2/20/2026
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/14/1999
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/13/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/11/1993
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 27
Date: 8/1/2003
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 5/16/2001
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/1/2001
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 4/27/1994
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

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 (Denver district office)
PREMIUM
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Contact information

Main Address
1144 15th Street, Suite 3900, Denver, CO 80202
Mailing Address
1144 15th Street, Suite 3900, Denver, CO 80202
Phone number
(303) 953-6768
Established
Delaware since 08/17/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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

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.

Company Information

PETRIE PARTNERS SECURITIES, LLC

CRD#: 131783Denver, CO 80203

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