Stephen Bernard Glowacka

Employer firm

Facet CRD 285961

$7.60B regulatory AUM 2,521 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2019 → 11/2019
  Wells Fargo Advisors
  Tempe, AZ
• 09/2010 → 07/2018
  Charles Schwab
  Phoenix, AZ
• 09/2010 → 07/2018
  Charles Schwab Bank
  Phoenix, AZ
• 02/2019 → 11/2019
  Wells Fargo Clearing Services, Llc
  Chandler, AZ
• 11/2019 → 01/2021
  Td Ameritrade
  Chandler, AZ
• 07/2018 → 02/2019
  N/A
  Gilbert, AZ
• 01/2021 → 06/2022
  Facet Wealth
  Gilbert, AZ
• 01/2021 → 06/2022
  Facet Wealth
  Gilbert, AZ
• 09/2022 → 05/2023
  Hendershott Wealth Management
  San Jose, CA
• 05/2023 → Present
  Facet
  Baltimore, MD

Previous Registrations

• 2022-09-28 → 2023-05-14
  Hendershott Wealth Management, Llc
  Fishers, IN
  Gilbert, AZ
• 2021-02-24 → 2022-06-13
  Facet
  Gilbert, AZ
  West Palm Beach, FL
• 2019-12-02 → 2021-01-11
  Td Ameritrade, Inc.
  Chandler, AZ
• 2019-12-02 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Chandler, AZ
• 2019-03-01 → 2019-12-02
  Wells Fargo Clearing Services, Llc
  Tempe, AZ
  Scottsdale, AZ
  Tempe, AZ
  Tempe, AZ
  Tempe, AZ
  Scottsdale, AZ
• 2010-10-04 → 2018-08-02
  Charles Schwab & Co., Inc.
  Scottsdale, AZ
  Phoenix, AZ
  Phoenix, AZ
• 2009-11-16 → 2010-01-12
  Chase Investment Services Corp.
  Scottsdale, AZ
• 2008-07-15 → 2009-10-21
  Wells Fargo Clearing Services, Llc
  Phoenix, AZ
  Glendale, AZ
  Phoenix, AZ
  Phoenix, AZ
• 2002-10-30 → 2008-07-02
  Wells Fargo Investments, Llc
  Chandler, AZ
  Tempe, AZ
  Gilbert, AZ
  Chandler, AZ
  Chandler, AZ
  Chandler, AZ

Exams

• S66 Uniform Combined State Law Examination
  2002-10-18

Designations

• Certified Financial Planner

Other Names

• Stephen Bernard Glowacka
• Stephen B Glowacka
• Stephen Glowacka