GlennRossman- Financial Advisor Bellevue, WA

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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

CRD#

5936809

Firm CRD#

316079

Insurance License#

LIC795282

Name of Custodial Firm

LPL Financial

States Licensed in

Years of Experience in Financial Services

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

401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Retirement Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management

Compliance

Registered Investment Advisor

Acknowledged fiduciary

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.

Paladin Advisors

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Paladin Research Report For:

Glenn Rossman

TrueWealth Financial Partners