Glenn Nmn Cunningham

Employer firm

Cunningham Wealth Management CRD 148023

$94.2M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/1997 → Present
  Cunningham & Associates, Cpa'S, Inc.
  Broadview Heights, OH
• 11/2008 → Present
  Cunningham Wealth Management
  Broadview Heights, OH

Previous Registrations

• 2000-01-01 → 2008-11-18
  Osaic Fa, Inc.
  Broadview Heights, OH
  Broadview Heights, OH
  Solon, OH
  Orange Village, OH
  Broadview Heights, OH

Other Businesses

CPA; SALE OF TRADITIONAL (NON-VARIABLE) LIFE INSURANCE AND FIXED ANNUITIES LIFE SETTLEMENTS-INVESTMENT RELATED-7/2/2007 TO PRESENT-AGENT-ARRANGE FOR LIFE SETTLEMENTS FOR CLIENTS WHEN APPROPRIATE WITH VARIOUS COMPANIES-2 HRS PER MONTH, ALL DURING TRADING HRS SPEAKERS LANE, LLC, RENTING/LEASING, AND/OR MANAGING COMMERICIAL AND/OR RESIDENTIAL REAL ESTATE; VOSS INDUSTRIES-BOARD OF DIRECTORS-1/1/92 TO PRESENT-BOARD MEMBER-2 HRS PER MONTH, DURING TRADING HRS; AMERICAN ROLL FORMED PRODUCTS-BOARD OF DIRECTORS-1/1/96 TO PRESENT-BOARD MEMBER-2 HRS PER MONTH, DURING TRADING HRS, TRUSTEE BELLEVUEW UNITED SELECTIVE FUND, TRUSTEE KRAAK CHARITABLE FOUNDATION, TRUSTEE ROBERT BIRR SCHOLARSHIP FOUNDATION

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-02-22
• S63 Uniform Securities Agent State Law Examination
  2000-01-13

Other Names

• Glenn Cunningham