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Cullen Bartholomew McGloin

Principal Advised Services

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About Cullen Bartholomew McGloin

Cullen Bartholomew McGloin is a financial advisor with over 16 years of experience in the industry. Cullen McGloin is currently registered with Principal Advised Services and has been with the firm since November 2022. Cullen McGloin previously worked for PRINCOR FINANCIAL SERVICES CORPORATION and DEAN WITTER REYNOLDS INC. Cullen McGloin holds a Series 63, 65, 66, 7 and 31 licenses.

Firm Information

Cullen McGloin is currently registered with Principal Advised Services. Principal Advised Services is a registered investment advisor based in Des Moines, IA. They offer portfolio management for individuals and selection of other advisors. The firm manages $569,489,941 in regulatory assets under management, primarily for individuals other than high-net-worth individuals. They also have a wrap fee program.
Principal Advised Services

655 9TH STREET

DES MOINES, IA 50309

$569.49M

Assets Under Management

1,268

Total Clients

144

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cullen McGloin’s Registration & Firm History

NY

04/03/2024 - Present

Principal Advised Services (TONAWANDA NY)

NY

05/05/2006 - 06/19/2009

PRINCOR FINANCIAL SERVICES CORPORATION (WILLIAMSVILLE NY)

NY

04/01/1996 - 07/17/1996

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

05/12/1994 - 07/27/1994

L.C. WEGARD & CO., INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/01/2006

Series 66 - Uniform Combined State Law Examination

IA

Issued 04/09/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/18/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2006

Series 7 - General Securities Representative Examination

BC

Issued 04/12/1996

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cullen Bartholomew McGloin.
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