Herbert N. Glass

GLASS RETIREMENT STRATEGIES

Bingham Farms, MI 48025-4541

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CRD#: 869821

Professional summary

Herbert Neil Glass, who also goes by Herbert N Glass, Herbie Glass, is a registered financial advisor currently at GLASS RETIREMENT STRATEGIES, INC. located in Bingham Farms, Michigan.

Herbert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1979. Herbert has worked at 8 firms and has passed the Series 63, Series 7 and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Herbert N Glass | Herbie Glass

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) GLASS RETIREMENT STRATEGIES, INC. - 30400 TELEGRAPH RD., SUITE 445, BINGHAM FARMS, MI 48025 - PRIV CORP - PRESIDENT, CONSULTANT AND SALESMAN OF PENSION SETUP AND ADMINISTRATIVE SERVICES. - 75% OF TIME - PENSION CONSULTING AND ADMINISTRATION - NON-INVESTMENT RELATED 2) THE GLASS FREEDMAN CO - 30400 TELEGRAPH RD., SUITE 445, BINGHAM FARMS, MI 48025 - PRIV CORP - IAR OF RIA - .15% OF TIME - HELP CLIENTS TO DETERMINE THEIR INVESTOR PROFILE AND PERSONALITY. THEN HELP THEM SELECT AN ASSET ALLOCATION MODEL WITH THE 3RD PARTY ADVISOR. - INVESTMENT RELATED 3) GLASS RETIREMENT STRATEGIES, INC. - 30400 TELEGRAPH RD., SUITE 445, BINGHAM FARMS, MI 48025 - PRIV CORP - INSURANCE PRODUCT SALES AGENT - 10% OF TIME - SELLING INSURANCE COMPANY PRODUCTS. - NON-INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Herbert Neil Glass'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

March 30, 2015 - Present

GLASS RETIREMENT STRATEGIES, INC.

Office #1: 30400 Telegraph Rd Suite 445, Bingham Farms, MI 48025-4541

RIA

CRD#: 172610

Bingham Farms, MI

Past

December 15, 2011 - December 31, 2014

GLASS RETIREMENT PLAN ADVISORS, INC.

RIA

CRD#: 106209

BINGHAM FARMS, MI

Past

February 1, 2001 - July 17, 2012

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

BINGHAM FARMS, MI

Past

December 12, 1994 - February 1, 2001

VESTAX SECURITIES CORPORATION

CRD#: 10332

HUDSON, OH

Past

November 20, 1989 - December 11, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

November 19, 1989 - October 1, 1993

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

October 6, 1986 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

April 21, 1983 - October 13, 1986

MUTUAL SERVICE CORPORATION

CRD#: 4806

Past

August 13, 1979 - April 15, 1983

U.S. MUTUAL SECURITIES CORP.

CRD#: 7046

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".

GLASS RETIREMENT STRATEGIES, INC.

GLASS RETIREMENT | GLASS RETIREMENT STRATEGIES, INC.

CRD#: 172610 / SEC#: 801-80206

RIA

Registered Investment Advisory firm - (8/1/2014 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

Michigan
(3/30/2015)

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

Series 63

Date: 10/2/1979

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/16/1982

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 8/6/1979

Registered Representative Examination

Current Firm

GLASS RETIREMENT STRATEGIES, INC.

GLASS RETIREMENT | GLASS RETIREMENT STRATEGIES, INC.

CRD#: 172610 / SEC#: 801-80206

RIA

Registered Investment Advisory firm - (8/1/2014 Approved)

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Contact information

Main Address

30400 Telegraph Rd Suite 445, Bingham Farms, MI 48025-4541

Mailing Address

Phone number

(248) 647-2822

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GLASS RETIREMENT STRATEGIES, INC. (3/31/2025)

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 18,601,279

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.

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Advisor Monitoring

Firm Stability Insights

Herbert N. Glass

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Herbert Neil Glass's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLASS RETIREMENT PLAN ADVISORS, INC.

SECURITIES SERVICE NETWORK, LLC

VESTAX SECURITIES CORPORATION

INTEGRATED RESOURCES EQUITY CORPORATION

OSAIC WEALTH, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

MUTUAL SERVICE CORPORATION

U.S. MUTUAL SECURITIES CORP.

Primary Firm SEC Registration

GLASS RETIREMENT STRATEGIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/2/1979

Series 7

Date: 10/16/1982

Series 1

Date: 8/6/1979

Current Firm

GLASS RETIREMENT STRATEGIES, INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GLASS RETIREMENT STRATEGIES, INC.

TRUST BUT VERIFY

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