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Glenn Patrick Hefner

Npf Investment Advisors

Grand Rapids, MI

CRD 2703453

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Employer firm

Npf Investment Advisors CRD 104683

$2.69B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • CONSULTATION SERVICES

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

Current Employers
Npf Investment Advisors

40 Pearl St., Nw, Suite 500, Grand Rapids, MI 49503-3026 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2016-12-02
  • MI RA
    APPROVED
    Since 2016-12-02

Branch Locations

40 Pearl Street Nw Suite 300, Grand Rapids, MI 49503 • 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
Norris Perne & French Llp Grand Rapids MI 08/2016 Present
  • 08/2016 → Present
    Norris Perne & French Llp
    Grand Rapids, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-04-19
  • S65 Uniform Investment Adviser Law Examination
    1999-04-19
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

J. W. COLE ADVISORS, INC.
CREATIVEONE WEALTH, LLC
AI ALPHA LLC

Nearby Investors

LEONARD MARTIN RHOADES
PAUL JACOB KITZROW
JEFFREY KEITH STUKEY

Nearby Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI

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