Regulatory – The Gleason Group

(502) 882-7300
Home
What We Do
Who We Are
Our Expertise
Client Center
Contact Us
Client Access

menu The Gleason Group

(502) 882-7300
Client Access

(502) 882-7300
Home
What We Do
Who We Are
Our Expertise
Client Center
Contact Us
Client Access

Privacy Policy Notice 2020

Gavin Gleason
June 30, 2020

Gleason Group Form CRS – 2020-06

Gavin Gleason
June 30, 2020

Our SEC Form ADV

Gavin Gleason
June 29, 2020

Contact

9418 Norton Commons Blvd, Suite 100
Prospect, KY 40059

(502) 882-7300

Take a Virtual Tour
Newsletter

Make the most of your time,
your money ... and your life

Important Disclosures

The Gleason Group is an SEC registered investment adviser located in Prospect, KY. The Gleason Group and its representatives are in compliance with the current notice filing requirements imposed upon SEC registered investment advisers by those states in which The Gleason Group maintains clients. The Gleason Group may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. The Gleason Group web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of The Gleason Group’s web site on the Internet should not be construed by any consumer and/or prospective client as The Gleason Group’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, the information resulting from the use of tools or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from The Gleason Group. Any subsequent, direct communication by The Gleason Group with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of The Gleason Group, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov. A copy of The Gleason Group’s current written disclosure statement discussing The Gleason Group’s business operations, services, and fees is available from The Gleason Group upon written request. The Gleason Group does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to The Gleason Group’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.

Site Info

©2021. The Gleason Group. All Rights Reserved.

Web design by Makespace!