Michael E. Gladwin
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 10, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Eugene Gladwin's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 30, 2024 - Present
GUIDESTONE ADVISORS
Office #1: 5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152January 30, 2024 - Present
GUIDESTONE FINANCIAL SERVICES
Office #1: 5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152May 23, 2020 - August 31, 2023
CHARLES SCHWAB & CO., INC.
May 23, 2020 - August 31, 2023
CHARLES SCHWAB & CO., INC.
January 8, 2018 - May 24, 2020
USAA INVESTMENT SERVICES COMPANY
October 20, 2011 - January 8, 2018
USAA FINANCIAL PLANNING SERVICES
October 20, 2011 - May 24, 2020
USAA FINANCIAL ADVISORS, INC.
April 25, 2007 - June 9, 2010
EQUITABLE ADVISORS, LLC
April 2, 2007 - June 9, 2010
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
GUIDESTONE ADVISORS
CRD#: 149624 / SEC#: 801-70177
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationFINRA
Current Firm
GUIDESTONE ADVISORS
CRD#: 149624 / SEC#: 801-70177
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,414 |
| AUM (Assets Under Management) | $ 1,591,991,122 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/22/2024 | ||
| 01/26/2024 | ||
| 10/28/2022 |
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.
