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David Dean Glienke

LPl Financial LLC

Westlake Village, CA

CRD 5502866

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-05
PA RA APPROVED 2025-06-05
TX RA APPROVED_RES 2025-06-05
  • CA RA
    APPROVED
    Since 2025-06-05
  • PA RA
    APPROVED
    Since 2025-06-05
  • TX RA
    APPROVED_RES
    Since 2025-06-05

Branch Locations

2555 Townsgate Rd Ste 300, Westlake Village, CA 91361 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
American Airlines, Inc. Los Angeles CA 04/1989 Present
Western International Securities, Inc. Pasadena CA 05/2008 06/2025
Lpl Financial Llc Westlake Village CA 06/2025 Present
  • 04/1989 → Present
    American Airlines, Inc.
    Los Angeles, CA
  • 05/2008 → 06/2025
    Western International Securities, Inc.
    Pasadena, CA
  • 06/2025 → Present
    Westlake Village, CA
Previous Registrations
  • 2010-03-23 → 2025-06-05
    Western International Securities, Inc.
    Westlake Village, CA
    Westlake Village, CA
Other Businesses

1- 02/17/2026 - Angeles Crest Christian Camp - Non-Profit Board Member - Board of Directors-Treasurer - Not Investment Related - La Canada, CA - Start Date 03/01/2022 - 1 hour per month/ 0 hours during trading 2- 02/17/2026 - American Turning Point - Non-Profit Board Member- Board Member Treasurer - Not Investment Related - Phoenix, AZ - Start Date 12/16/2021 - 1 hour per month/ 0 hours during trading 3- 02/17/2026 - American Airlines - Outside/W-2 Employment- Captain 787 - Not Investment Related - Los Angeles, CA - Start Date 04/01/1989 - 20 hours per month/ 0 hours during trading 4- 02/17/2026 - Glienke Financial Group, Inc - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s)- Start Date 01/13/2014 - 0 hours per month/ during trading 5- 02/17/2026 - ClearCoast Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s)- Start Date 01/01/2018 - 160 hours per month/ 8 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-27
  • S66 Uniform Combined State Law Examination
    2008-03-27
Other Names
  • David D. Glienke

View on SEC IAPD

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