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Glenn + Rossman - Financial Advisor in Bellevue, WA

Paladin Research Report For:

Glenn Rossman

TrueWealth Financial Partners

915 118th Ave SE Ste 140
Bellevue, WA 98005
253-973-4277
Visit Website
https://www.truewealthfp.com

About Glenn Rossman

Are you retiring soon or work for Boeing, Microsoft, or Amazon? If so, you've found a financial planning firm that serves clients just like you. Most firms work with anybody and act as generalists. TrueWealth Financial Partners believes that clients get higher quality advice by hiring a planning firm that caters to their exact needs. That's why we choose to focus our practice on working with clients who are retiring soon, or work at Boeing, Microsoft, or Amazon.

See Disclosures

General Information

Firm Start Year
  • 2016
No. of Employees
  • 2-4
CRD#
  • 5936809
Firm CRD#
  • 316079
Insurance License#
  • LIC795282
Name of Custodial Firm
  • LPL Financial
States Licensed in
  • All
Years of Experience in Financial Services
  • 11
Work Experience
  • Glenn's professional background has been focused on mastering how to be the best possible advisor to clients retiring soon or working at Boeing, Microsoft, or Amazon.
Advisory Services Provided
  • Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Estate Planning & Trusts, Retirement Planning, Portfolio Management, Financial Planning

Compliance

Registered Investment Advisor
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Securities Licenses
  • Series 7, Series 66

Firm Information

Assets Managed by Firm
  • $144,366,901

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $750,000

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Investment advice offered through TrueWealth Financial Partners, a registered investment advisor. Securities offered through LPL Financial, Member FINRA/SIPC. TrueWealth Financial Partners and LPL Financial are separate entities.

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  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
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