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Glenda Kris Moehlenpah

Glenda K. Moehlenpah

FINANCIAL BRIDGES
Poway, CA 92064
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CRD#: 4961907
Glenda Kris Moehlenpah

Professional summary

Glenda Kris Moehlenpah, CFP® is a registered financial advisor currently at FINANCIAL BRIDGES located in Poway, California.

Glenda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Glenda has worked at 1 firm and has passed the Series 65 exam.

Core Areas of Focus

Cash Flow/Budgets/Credit Issues
Investment Advice without Ongoing Management
Middle Income Client Needs
Retirement Planning & Distribution Rules
Tax Planning

Biography

Website: www.FinancialBridges.com.  Our motto is "Connecting you to where you want to be."  We work best with financial "do-it-yourselfers."

Question & Answer

What are your service offerings?
Retirement Planning
Tax Planning
Investment Planning
Comprehensive Financial Planni...
Debt Management
What is your minimum asset requirement?
1
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 Glenda Kris Moehlenpah'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: 2002

Experience

Current

August 13, 2019 - Present

FINANCIAL BRIDGES

Office #1: 12975 Brookprinter Place Suite 140, Poway, CA 92064
RIA
CRD#: 135591
Poway, CA

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
California
(8/13/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/25/2001
Uniform Investment Adviser Law Examination

Current Firm

FINANCIAL BRIDGES
FINANCIAL BRIDGES
FINANCIAL BRIDGES | MOEHLENPAH GLENDA KRIS

CRD#: 135591 / SEC#:

California
Registered Investment Advisory firm - (3/28/2002 Approved)
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Contact information

Main Address
Poway, CA
Mailing Address
13319 Poway Rd 506, Poway, CA 92064
Phone number
(858) 486-0100
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

FINANCIAL BRIDGES

FINANCIAL BRIDGES

CRD#: 135591Poway, CA 92064

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Contact information

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