David Gluckle (CRD# 6217439) is an Investment Advisor Representative working at Stirlingshire Investments in Bowling Green, OH and has 1 year of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 2146399
Venture Visionary Partners LLC
CRD# 7039238
Munn Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stirlingshire Investments | Nyc, NY | Feb 2024 - Current | < 1 |
| Nationwide Insurance | Parma, OH | Oct 2011 - Current | 12 |
| Money Concepts Capital Corp | Palm Beach Gardens, FL | Jul 2020 - Feb 2024 | 3 |
| Nationwide Securities, LLC | Columbus, OH | Jul 2013 - Jun 2020 | 6 |
- OH
-
Total Assets Under Management37MILLIONS
-
Total Number of Accounts97ACCOUNTS
-
Average Account Value$381,009
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, GA, IL, MA, NC, NY, OH, PA, TX
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