Cindy Sue Gleason

Current Employers

Employment History

• 01/2006 → Present
  Gleason Resource Group (Oba)
  Waterloo, IA
• 10/2003 → Present
  D/B/A Gleason Financial Group
  Waterloo, IA
• 02/2012 → 09/2016
  Vsr Financial Services, Inc
  Overland Park, KS
• 02/2012 → 09/2016
  Vsr Advisory Services
  Overland Park, KS
• 09/2016 → 03/2017
  Summit Brokerage Services, Inc.
  Cedar Falls, IA
• 09/2016 → 03/2017
  Summit Financial Group Inc
  Boca Raton, FL
• 03/2017 → 06/2024
  Securities America Inc.
  Cedar Falls, IA
• 03/2017 → 08/2024
  Arbor Point Advisors
  Cedar Falls, IA
• 06/2024 → 08/2024
  Osaic Wealth, Inc.
  Cedar Falls, IA
• 08/2024 → Present
  Lpl Financial, Llc
  Cedar Falls, IA

Previous Registrations

• 2017-03-31 → 2024-08-20
  Arbor Point Advisors
  Cedar Falls, IA
  Lees Summit, MO
  Lees Summit, MO
• 2016-09-01 → 2017-04-13
  Summit Financial Group Inc
  Independence, MO
  Cedar Falls, IA
• 2012-02-13 → 2016-09-01
  Vsr Financial Services, Inc.
  Overland Park, KS
  Cedar Falls, IA
  Dripping Springs, TX
  West Des Moines, IA
• 2005-01-27 → 2012-02-13
  Berthel, Fisher & Company Financial Services, Inc.
  Waterloo, IA
  Waterloo, IA

Other Businesses

1 - 06/18/2024 - Gleason Financial Group - DBA for LPL Business (entity for LPL business) - Inv Related - 100 Hours/Month - At reported business location(s). 2 - 06/18/2024 - Notary - Notary - Not Inv Related - 3 Hours/Month - IA 50613 - OBA Start Date: 12/01/2020. 3 - 06/18/2024 - Gleason Tax Services - Tax Prep/Accounting/CPA - Inv Related - 35 Hours/Month - IA 50613 - OBA Start Date: 11/01/2022. 4 - 06/18/2024 - Non-Variable Insurance - Non-Variable Insurance - Fixed Annuities - Inv Related - 15 Hours/Month - OBA Start Date: 11/14/1990. 5 - 06/18/2024 - Gleason Resource Group - Business Owner - Divorce Mediation - Not Inv Related - 10 Hours/Month - IA 50613 - OBA Start Date: 01/01/2005.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-10-29

Designations

Other Names

• Cindy Marsh
• Cindy Sue Wright
• Cindy Gleason