Bryan D. Glancy

SPINNAKER FINANCIAL GROUP

Independence, OH 44131

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CRD#: 4425814

Professional summary

Bryan David Glancy, CFP® is a registered financial advisor currently at SPINNAKER FINANCIAL GROUP, LLC located in Independence, Ohio.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Bryan has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Investment Planning

Business Succession Planning

Tax Planning

Comprehensive Financial Planni...

Estate Planning

Retirement Planning

Insurance Planning

Do you have an area of expertise or specialization?

Business Owners

Corporate Executives

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

Tax Planning

What is your minimum asset requirement?

100K

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 Bryan David Glancy's 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®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

November 15, 2012 - Present

SPINNAKER FINANCIAL GROUP, LLC

Office #1: 5005 Rockside Road Suite 600-103, Independence, OH 44131

RIA

CRD#: 165279

Independence, OH

Past

January 26, 2006 - November 5, 2012

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

INDEPENDENCE, OH

Past

October 17, 2005 - November 5, 2012

SECURITIES AMERICA, INC.

CRD#: 10205

INDEPENDENCE, OH

Past

October 11, 2001 - October 17, 2005

OSAIC FA, INC.

RIA

CRD#: 3978

CUYAHOGA HEIGHTS, OH

Past

October 2, 2001 - October 17, 2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

October 2, 2001 - October 17, 2005

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

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

Ohio
(11/15/2012)

IAR

Texas
(8/5/2021)

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

IAR

Series 66

Date: 11/16/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/1/2001

General Securities Representative Examination

Current Firm

SPINNAKER FINANCIAL GROUP, LLC

CRD#: 165279 / SEC#:

Ohio

Registered Investment Advisory firm - (11/15/2012 Approved)

Texas

Registered Investment Advisory firm - (8/4/2021 Conditional Restricted)

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Contact information

Main Address

5005 Rockside Road Suite 600-103, Independence, OH 44131

Mailing Address

P.o. Box 33220, North Royalton, OH 44133

Phone number

(888) 615-4101

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	208
AUM (Assets Under Management)	$ 56,252,417

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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Bryan D. Glancy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan David Glancy's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPINNAKER FINANCIAL GROUP, LLC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/16/2007

Series 7

Date: 10/1/2001

Current Firm

SPINNAKER FINANCIAL GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SPINNAKER FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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