Glenn R. Mehner
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Glenn Robert Mehner was a registered financial professional .
Glenn is a previously registered financial professional and started their career in finance in 2011. Glenn had worked at 3 firms and has passed the Series 66 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 25, 2021 - December 31, 2023
THE M12 PROJECT, LLC
November 9, 2018 - December 31, 2020
THE M12 PROJECT, LLC
November 13, 2015 - November 9, 2016
INTEGRATED WEALTH MANAGEMENT, INC.
June 14, 2011 - November 15, 2013
DUCKWORTH WEALTH ADVISORS, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Current Firm
THE M12 PROJECT, LLC
CRD#: 290730 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 9,398,880 |
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.
