A complete list of active advisors currently associated with The Gleason Group, Inc.

Warmer can help you find a great advisor at The Gleason Group, Inc. or one who fits your needs even better.

The Gleason Group is a registered investment adviser with a six-advisor team that serves individuals, families, businesses, retirement plans, trusts, estates and charitable organizations. The firm offers comprehensive wealth management and financial life planning, along with discretionary and non‑discretionary portfolio management and retirement plan consulting. The firm follows a goal‑based, long‑term buy‑and‑hold approach built on fundamental analysis and diversified allocations to mutual funds, ETFs, index funds and individual debt and equity securities, with attention to tax implications and low‑cost fund options. Advisories are tailored to each client’s risk tolerance, time horizon and liquidity needs, and the firm will also advise on held‑away assets such as variable life insurance and annuity contracts. Notably, The Gleason Group manages roughly $1.61 billion in client assets across about 262 client relationships, a concentration of assets that is larger than many peers on a per‑client basis. Several of the firm’s Supervised Persons are licensed insurance agents who may sell commissionable insurance products, a disclosed potential conflict of interest, and the firm also serves in a fiduciary capacity for certain ERISA/IRC retirement plan clients.

To learn more about the advisors currently working at The Gleason Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.