Grant Simon Glenn

Employer firm

Noble Wealth Partners CRD 298396

$118M regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 11/2014 → 10/2016
  Lpl Financial, Llc
  Steamboat Springs, CO
• 11/2016 → 08/2018
  Lpl Financial, Llc
  Golden, CO
• 08/2018 → Present
  Noble Wealth Partners Llc
  Denver, CO

Previous Registrations

• 2016-11-30 → 2018-08-27
  Lpl Financial Llc
  Denver, CO
  Golden, CO
  Denver, CO
• 2015-01-20 → 2016-10-19
  Lpl Financial Llc
  Steamboat Springs, CO

Other Businesses

Grant Glenn works for Colorado State University's investment committee. This activity accounts for approximately two hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-01-16
• S63 Uniform Securities Agent State Law Examination
  2011-01-07

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Grant Simon Glenn