Glenn M. Rossman

TRUEWEALTH FINANCIAL PARTNERS

Phoenix, AZ

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CRD#: 5936809

Professional summary

Glenn Marshall Rossman, who also goes by Glenn Rossman, is a registered financial advisor currently at TRUEWEALTH FINANCIAL PARTNERS located in Phoenix, Arizona.

Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Glenn has worked at 3 firms and has passed the Series 66, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Glenn Rossman

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.

(1) 06/17/2015: Glenn M Rossman LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - Started 12/01/2014 - 1% Time Spent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Marshall Rossman's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 12, 2021 - Present

TRUEWEALTH FINANCIAL PARTNERS

RIA

CRD#: 316079

Phoenix, AZ

Past

June 17, 2015 - December 16, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

BELLEVUE, WA

Past

June 17, 2015 - December 6, 2023

LPL FINANCIAL LLC

CRD#: 6413

BELLEVUE, WA

Past

September 26, 2011 - June 12, 2015

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

BELLEVUE, WA

Past

September 8, 2011 - June 12, 2015

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

BELLEVUE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRUEWEALTH FINANCIAL PARTNERS

TRUEWEALTH FINANCIAL PARTNERS | TRUEWEALTH FINANCIAL PARTNERS, LLC

CRD#: 316079 / SEC#: 801-122242

RIA

Registered Investment Advisory firm - (9/3/2021 Approved)

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
(4/23/2025)

IAR

Texas
(9/12/2021)

IAR

Washington
(9/12/2021)

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 66

Date: 9/22/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/7/2011

General Securities Representative Examination

Current Firm

TRUEWEALTH FINANCIAL PARTNERS

TRUEWEALTH FINANCIAL PARTNERS | TRUEWEALTH FINANCIAL PARTNERS, LLC

CRD#: 316079 / SEC#: 801-122242

RIA

Registered Investment Advisory firm - (9/3/2021 Approved)

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Contact information

Main Address

915 118th Ave Se, Suite 140, Bellevue, WA 98005

Mailing Address

Phone number

(425) 615-7360

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A - FIRM DISCLOSURE BROCHURE WITH APPENDIX 1 (8/22/2025)

Regulatory assets under management

Total Number of Accounts	439
AUM (Assets Under Management)	$ 224,719,836

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

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Glenn M. Rossman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Marshall Rossman's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

TRUEWEALTH FINANCIAL PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 9/22/2011

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/7/2011

Current Firm

TRUEWEALTH FINANCIAL PARTNERS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUEWEALTH FINANCIAL PARTNERS

TRUST BUT VERIFY

Contact information

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