Paul Glowienke (CRD# 3144859) is an Investment Advisor Representative working at Park Avenue Securities LLC in Brentwood, TN and has over 25 years of experience in the finance industry. Paul Glowienke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance Company | Brentwood, TN | Oct 2020 - Current | 3 |
| Park Avenue Securities | Brentwood, TN | Oct 2020 - Current | 3 |
| Park Avenue Securities | San Ramon, CA | Jan 2018 - Oct 2020 | 2 |
| Guardian Life Insurance Company | San Ramon, CA | Dec 2017 - Oct 2020 | 2 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Dec 2017 | 1 |
| The Northwestern Mutual Life Insurance Company | Milwaukee, WI | Oct 2002 - Dec 2017 | 15 |
| Northwestern Mutual Investment Services LLC | Newport Beach, CA | Oct 2002 - Dec 2017 | 15 |
| Northwestern Mutual Investment Services, LLC | Newport Beach, CA | Jan 2006 - Mar 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2002 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 1998 |
- CA
- FL
- GA
- IL
- MA
- MI
- MO
- NE
- NV
- NM
- NY
- NC
- PA
- SC
- TN
- TX
- UT
- WA
- WI
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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