Michael Eugene Gladwin
CFP®, ChFC®, CLU®Professional Summary
Michael Eugene Gladwin, CFP®, ChFC®, CLU®, who also goes by Michael E. Gladwin, is a registered financial advisor currently at GUIDESTONE ADVISORS located in Dallas, Texas and GUIDESTONE FINANCIAL SERVICES located in Dallas, Texas. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Michael has worked at 7 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 9, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael E. Gladwin
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
GUIDESTONE | GUIDESTONE ADVISORS, LLC | GUIDESTONE ADVISORS
Contact Information
Main Address
5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152Phone Number
(214) 720-6486# of Employees
34SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
5,004AUM (Assets Under Management)
$1,956,532,760Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/30/2026 | Cover Page | Report |
| 11/22/2024 | Cover Page | Report |
| 01/26/2024 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
GUIDESTONE | GUIDESTONE ADVISORS, LLC | GUIDESTONE ADVISORS
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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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2020About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Dec 2019About the Series 10 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Eugene Gladwin's CRS (Customer Relationship Summary).
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