The Gleason Group, Inc.

The Gleason Group, Inc. (CRD# 175104) is a financial advisory firm headquartered in Prospect, KY. They manage $785,409,717 in 946 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
9418 Norton Commons Boulevard, Suite 100, Prospect, KY 40059
https://twitter.com/thegleasongroup
By the Numbers
  • Total Assets Under Management
    785
    MILLION
  • Total Number of Accounts
    946
    ACCOUNTS
  • Average Account Value
    $830,243
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
The map below shows states where this firm has explicit registration only.

FL, IL, IN, KY, OH, TX

Financial Advisors at The Gleason Group, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Andrea Gleason, financial advisor Prospect KY
Andrea N. Gleason
CRD#: 6492857
9418 Norton Commons Boulevard, Suite 100, Prospect, KY 40059

Andrea Gleason (CRD# 6492857) is an Investment Advisor Representative working at The Gleason Group, Inc. in Prospect, KY and has over 9 years of experience in the finance industry.

2
Gavin Gleason, financial advisor Prospect KY
Gavin T. Gleason
CRD#: 4464641
9418 Norton Commons Boulevard, Suite 100, Prospect, KY 40059

Gavin Gleason (CRD# 4464641) is an Investment Advisor Representative working at The Gleason Group, Inc. in Prospect, KY and has over 22 years of experience in the finance industry.

3
Lindsay Manietta, financial advisor Prospect KY
Lindsay M. Manietta
CRD#: 6779002
9418 Norton Commons Boulevard, Suite 100, Prospect, KY 40059

Lindsay Manietta (CRD# 6779002) is an Investment Advisor Representative working at The Gleason Group, Inc. in Prospect, KY and has over 7 years of experience in the finance industry.

4
Ava Nivens, financial advisor Prospect KY
Ava J. Nivens
CRD#: 6753954
9418 Norton Commons Boulevard, Suite 100, Prospect, KY 40059

Ava Nivens (CRD# 6753954) is an Investment Advisor Representative working at The Gleason Group, Inc. in Prospect, KY and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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