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Richard Francis Thieneman

The Gleason Group, Inc.

Prospect, KY

CRD 8211599

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Employer firm

The Gleason Group, Inc. CRD 175104

$1.61B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
The Gleason Group, Inc.

9418 Norton Commons Boulevard Suite 100, Prospect, KY 40059 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-01-20
  • KY RA
    APPROVED
    Since 2026-01-20

Branch Locations

9418 Norton Commons Boulevard Suite 100, Prospect, KY 40059 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Gleason Group Louisville KY 09/2025 Present
Turning Point Brands Louisville KY 12/2024 09/2025
Premier Packaging Louisville KY 09/2021 12/2024
Humana Louisville KY 01/2019 09/2021
United Parcel Service Louisville KY 08/2013 01/2019
  • 09/2025 → Present
    The Gleason Group
    Louisville, KY
  • 12/2024 → 09/2025
    Turning Point Brands
    Louisville, KY
  • 09/2021 → 12/2024
    Premier Packaging
    Louisville, KY
  • 01/2019 → 09/2021
    Humana
    Louisville, KY
  • 08/2013 → 01/2019
    United Parcel Service
    Louisville, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-08
  • S65 Uniform Investment Adviser Law Examination
    2025-12-08
Other Names
  • Richard Trey Thieneman

View on SEC IAPD

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FIFTH THIRD SECURITIES, INC.
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Nearby Investors

MATTHEW Edward MILLER
JOSHUA A ROLLER
ABIGAIL BOHNERT

Nearby Offices

PNC WEALTH MANAGEMENT LLC · LOUISVILLE, KY
FIFTH THIRD SECURITIES, INC. · LOUISVILLE, KY
LPL FINANCIAL LLC · LOUISVILLE, KY

More in Prospect, KY

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