Grant Simon Glenn
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Business Services
- Financial Planning
- Estate & Legacy Planning
- Investment Management
- Tax Planning
- Education Funding
Specializations
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...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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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
18 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
NOBLE WEALTH PARTNERS | NOBLE WEALTH PARTNERS, LLC
Contact Information
Main Address
1401 Lawrence Street Suite 1600, Denver, CO 80202Phone Number
(720) 588-4103# of Employees
3SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
423AUM (Assets Under Management)
$118,491,092Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
NOBLE WEALTH PARTNERS | NOBLE WEALTH PARTNERS, LLC
State Registrations and Notice Filings
(9/24/2018)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 2008About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Grant Simon Glenn's CRS (Customer Relationship Summary).
Services Offered by Grant
- Retirement Planning
- Business Services
- Financial Planning
- Estate & Legacy Planning
- Investment Management
- Tax Planning
- Education Funding
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