Grant S. Glenn

NOBLE WEALTH PARTNERS

Denver, CO 80202

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CRD#: 5604413

Professional summary

Grant Simon Glenn, CFP® is a registered financial advisor currently at NOBLE WEALTH PARTNERS located in Denver, Colorado.

Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Grant has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Biography

Noble Wealth Partners is an independent, fee-only, boutique wealth management firm created to provide our clients with a new approach to a financial advisory relationship. We specialize in serving those from Generation X and Y (millennials) with tailored financial plans, wealth strategies, and investment solutions.

We always act as fiduciaries.  This means we hold ourselves to the highest levels of integrity, accountability, and our client’s interests always come before those of the firm.  100% of our compensation is derived from our fee to clients and not the products we recommend. We are privileged to work with the families who come to us for wealth planning and are passionate about making their lifelong dreams come true.

Question & Answer

What are your service offerings?

Business Succession Planning

Socially Responsible Investing

Retirement Planning

Small Business Planning

Life Transitions

Comprehensive Financial Planni...

Estate Planning

Retirement Income Management

Employee and Employer Plan Ben...

Investment Planning

Tax Planning

Do you have an area of expertise or specialization?

AUM

Business Owners

College/Education Planning

Entrepreneurs

Generation X

High Net Worth Client Needs

What is your minimum asset requirement?

500K

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.

Grant Glenn works for Colorado State University's investment committee. This activity accounts for approximately two hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Simon Glenn'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: 2016

Experience

Current

September 24, 2018 - Present

NOBLE WEALTH PARTNERS

Office #1: 1401 Lawrence Street Suite 1600, Denver, CO 80202

RIA

CRD#: 298396

Denver, CO

Past

November 30, 2016 - August 27, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

GOLDEN, CO

Past

November 30, 2016 - August 27, 2018

LPL FINANCIAL LLC

CRD#: 6413

GOLDEN, CO

Past

January 20, 2015 - October 19, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

STEAMBOAT SPRINGS, CO

Past

November 21, 2014 - October 19, 2016

LPL FINANCIAL LLC

CRD#: 6413

STEAMBOAT SPRINGS, CO

Past

March 17, 2014 - October 3, 2014

ALPS DISTRIBUTORS, INC.

CRD#: 16853

GOLDEN, CO

Past

October 10, 2011 - March 4, 2014

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CRD#: 102920

ENGLEWOOD, CO

Past

November 30, 2010 - October 7, 2011

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

DENVER, CO

Past

November 26, 2008 - November 23, 2010

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

CENTENNIAL, CO

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

Arizona
(11/2/2022)

IAR

California
(1/3/2022)

IAR

Colorado
(9/24/2018)

IAR

Illinois
(1/26/2022)

IAR

Texas
(2/14/2019)

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 65

Date: 1/16/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/7/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/27/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/21/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/24/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

NOBLE WEALTH PARTNERS

NOBLE WEALTH PARTNERS | NOBLE WEALTH PARTNERS, LLC

CRD#: 298396 / SEC#:

Arizona

Registered Investment Advisory firm - (6/15/2022 Approved)

California

Registered Investment Advisory firm - (1/1/2022 Approved)

Colorado

Registered Investment Advisory firm - (9/24/2018 Approved)

Illinois

Registered Investment Advisory firm - (1/26/2022 Approved)

Texas

Registered Investment Advisory firm - (2/13/2019 Conditional Restricted)

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Contact information

Main Address

1401 Lawrence Street Suite 1600, Denver, CO 80202

Mailing Address

Phone number

(720) 588-4103

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	390
AUM (Assets Under Management)	$ 89,987,393

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.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Grant S. Glenn

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Simon Glenn's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

ALPS DISTRIBUTORS, INC.

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/16/2015

Series 63

Date: 1/7/2011

SIE

Date: 8/27/2018

Series 7

Date: 10/21/2011

Series 6

Date: 11/24/2008

Current Firm

NOBLE WEALTH PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NOBLE WEALTH PARTNERS

TRUST BUT VERIFY

Contact information

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