Glen F. Colwell

ANEW ADVISORS

Wauwatosa, WI 53222

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CRD#: 3171133

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.

Independent Insurance Licensed; Not-investment related; 11220 W. Burleigh St. Suite 100, Wauwatosa, WI. 53222; Glen may offer insurance products and receive customary fees as a result of insurance sales; Independent insurance licensed agent/broker; Independent insurance licensed agent/broker; 10 hours/month; 2 hours during securities trading hours; Glen may offer insurance products and receive customary fees as a result of insurance sales.

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

CRD#: 7717

WHITEFISH BAY, WI

Past

August 20, 2012 - October 28, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

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

CRD#: 15340

ST. CLOUD, MN

Past

January 13, 2000 - April 3, 2002

ROBERT W. BAIRD & CO. INCORPORATED

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)

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: 11/24/2012

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 1/18/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/17/2012

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 10/1/1999

General Securities Representative Examination

Current Firm

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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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

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	271
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.

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Advisor Monitoring

Firm Stability Insights

Glen F. Colwell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glen Fredrick Colwell's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT FINANCIAL GROUP, LLC

ADVISEME NATIONAL ADVISORS

INDEPENDENT FINANCIAL GROUP, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

PPCM, INC.

CETERA INVESTMENT SERVICES LLC

ROBERT W. BAIRD & CO. INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 11/24/2012

Series 66

Date: 1/18/2000

SIE

Date: 10/1/2018

Series 6

Date: 8/17/2012

Series 7

Date: 10/1/1999

Current Firm

ANEW ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ANEW ADVISORS, LLC

TRUST BUT VERIFY

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