Roger Lee Gleisner

Employer firm

Calton & Associates, Inc. CRD 20999

$1.58B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2009 → Present
  Calton & Associates, Inc.
  Mesa, AZ

Other Businesses

No. 1) Name of Business: Gleisner Consulting. Non-Investment related. Address: 2621 W Tulsa Street, Chandler, AZ 85224. Nature of Business: Accounting Management Services. Position/Title/Relationship: Owner. Start Date: 02/2000. Hours per month: Less than 40. Hours per month during Securities trading hours: Less than 10%. Duties/Responsibilities: Self-employed providing accounting management services to organizations.

Exams

• S66 Uniform Combined State Law Examination
  2015-10-13

Other Names

• Rober Lee Gleisner