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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Nicole Gleason is an investment advisor representative with The Gleason Group, Inc. Andrea has been registered with the state of Kentucky since May 2015. Andrea holds a Series 65 license and has been working in the industry since January 2015. The Gleason Group, Inc. is a registered investment advisor firm based in Prospect, Kentucky. The firm provides financial planning and portfolio management services to individuals, corporations, pension and profit-sharing plans, and high net worth individuals. The Gleason Group, Inc. manages approximately $785.4 million in assets for its clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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KY
05/27/2021 - Present
THE Gleason Group, Inc. (PROSPECT KY)
IA
Issued 03/25/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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