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GC

Glen F. Colwell

ANEW ADVISORS
Wauwatosa, WI 53222
Some features on this profile are disabled
CRD#: 3171133
GC

Professional summary

Glen Fredrick Colwell is a registered financial advisor currently at ANEW ADVISORS, LLC located in Wauwatosa, Wisconsin.

Glen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Glen has worked at 7 firms and has passed the Series 63, Series 66, SIE, Series 6 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Glen Fredrick Colwell'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

October 12, 2021 - Present

ANEW ADVISORS, LLC

Office #1: 11220 W Burleigh St Suite 100, Wauwatosa, WI 53222
RIA
CRD#: 316462
Wauwatosa, WI
Past

November 16, 2015 - October 1, 2021

INDEPENDENT FINANCIAL GROUP, LLC

RIA
CRD#: 7717
WHITEFISH BAY, WI
Past

November 9, 2015 - February 25, 2021

ADVISEME NATIONAL ADVISORS

RIA
CRD#: 141129
Milwaukee, WI
Past

October 23, 2015 - October 1, 2021

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
WHITEFISH BAY, WI
Past

August 20, 2012 - October 28, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI
Past

May 4, 2005 - November 1, 2011

PPCM, INC.

RIA
CRD#: 105154
MILWAUKEE, WI
Past

February 26, 2004 - February 17, 2005

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ST. CLOUD, MN
Past

January 13, 2000 - April 3, 2002

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI

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
Wisconsin
(10/12/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 11/24/2012
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 1/18/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/17/2012
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 10/1/1999
General Securities Representative Examination

Current Firm

AA
ANEW ADVISORS, LLC
ANEW ADVISORS | ANEW ADVISORS, LLC

CRD#: 316462 / SEC#: 801-126049

RIA
Registered Investment Advisory firm - (6/6/2025 Terminated)
Wisconsin
Registered Investment Advisory firm - (5/20/2025 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
11220 W Burleigh St Suite 100, Wauwatosa, WI 53222
Mailing Address
Phone number
(414) 704-2875
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts271
AUM (Assets Under Management)$ 67,800,000

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

ANEW ADVISORS, LLC

CRD#: 316462Wauwatosa, WI 53222

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