The Gleason Group, Inc.

The Gleason Group, Inc. (CRD# 175104) is a financial advisory firm headquartered in Prospect, KY. They manage $100,651,662 in 475 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    475
    ACCOUNTS
  • Average Account Value
    $211,898
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IN, KY, OH, TX

Financial Advisors at The Gleason Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Gavin T. Gleason
CRD#: 4464641
9418 Norton Commons Boulevard, Suite 100, Prospect, KY 40059
93
Wealthminder
score

Gavin Gleason (CRD# 4464641) is an Investment Advisor Representative working at The Gleason Group, Inc. in Prospect, KY and has over 14 years of experience in the finance industry.

2
Andrea N. Gleason
CRD#: 6492857
9418 Norton Commons Boulevard, Suite 100, Prospect, KY 40059
88
Wealthminder
score

Andrea Gleason (CRD# 6492857) is an Investment Advisor Representative working at The Gleason Group, Inc. in Prospect, KY and has 1 year of experience in the finance industry.

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