Henry F. Glodny

CASTLING FINANCIAL PLANNING, LTD.

HOFFMAN ESTATES, IL

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CRD#: 5703673

Professional summary

Henry Felix Glodny, CFP® is a registered financial advisor currently at CASTLING FINANCIAL PLANNING, LTD. located in Hoffman Estates, Illinois.

Henry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Henry has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

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.

PRINCIPAL AND FOUNDER OF TERRA NIMBUS SYSTEMS, INC. NOVEMBER, 2012 - PRESENT. THIS IS A SMALL IT CONSULTING BUSINESS CHIEFLY FORMED TO CREATE SOFTWARE TOOLS TO BE USED BY CASTLING FINANCIAL PLANNING, LTD. FEWER THAN 32 HOURS/MONTH (ABOUT 20% OF TOTAL TIME) ARE DEVOTED TO THIS ACTIVITY, MOSTLY OUTSIDE OF NORMAL SECURITIES TRADING HOURS. THIS BUSINESS IS NOT A SIGNIFICANT SOURCE OF INCOME. MR. GLODNY ALSO OWNS AND MANAGES MULTIPLE RENTAL PROPERTIES, ALTHOUGH THIS IS NOT A SIGNIFICANT SOURCE OF HIS INCOME. IT MAY INVOLVE UP TO 20 PERCENT OF HIS TIME, OR LESS THAN 32 HOURS/MONTH. ABOUT HALF OF THIS TIME OCCURS DURING NORMAL SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Henry Felix Glodny'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: 2021

Experience

Current

October 5, 2009 - Present

CASTLING FINANCIAL PLANNING, LTD.

RIA

CRD#: 150844

HOFFMAN ESTATES, IL

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

Illinois
(10/5/2009)

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Exams

State Security Law Exam

IAR

Series 65

Date: 10/20/2007

Uniform Investment Adviser Law Examination

Current Firm

CASTLING FINANCIAL PLANNING, LTD.

CRD#: 150844 / SEC#:

Illinois

Registered Investment Advisory firm - (10/5/2009 Approved)

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Contact information

Main Address

Hoffman Estates, IL

Mailing Address

Phone number

(224) 353-8567

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Henry F. Glodny

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Henry Felix Glodny's CRS (Customer Relationship Summary).

Certified licenses

Experience

CASTLING FINANCIAL PLANNING, LTD.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/20/2007

Current Firm

CASTLING FINANCIAL PLANNING, LTD.

Contact information

Documents

Red Flags

Company Information

CASTLING FINANCIAL PLANNING, LTD.

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