Unclaimed Profile

Glenn Robert Mehner

DUCKWORTH MEHNER PRIVATE WEALTH ADVISORS, INC.·COSTA MESA, California

Series 66Clean record15 years registeredDUCKWORTH MEHNER PRIVATE WEALTH ADVISORS, INC.

3189 PULLMAN STREET, COSTA MESA, CA 92626CRD# 3175574Firm CRD# 108114

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Glenn Robert Mehner · COSTA MESA, CA

Registration

CRD #3175574 · DUCKWORTH MEHNER PRIVATE WEALTH ADVISORS, INC. · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DUCKWORTH MEHNER PRIVATE WEALTH ADVISORS, INC.

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Nov 2015 – Nov 2016

Newport Beach, CA

DUCKWORTH MEHNER PRIVATE WEALTH ADVISORS, INC.

Jun 2011 – Nov 2013

COSTA MESA, CA

Registrations & Exams

FINRA examinations passed

Series 66

Registration record

First registered · June 14, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DUCKWORTH WEALTH ADVISORS, INC.

CRD 108114 · SEC 801-57574

AUM

$162M

Regulatory assets under management

Employees

110 client accounts

Services offered by DUCKWORTH WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DUCKWORTH WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Glenn Robert Mehner offer?

Glenn Robert Mehner specializes in Financial Planning, Investment Management.

What are Glenn Robert Mehner's credentials?

Glenn Robert Mehner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Glenn Robert Mehner located?

Glenn Robert Mehner is based in COSTA MESA, California, last registered with DUCKWORTH MEHNER PRIVATE WEALTH ADVISORS, INC..

How does Glenn Robert Mehner charge for services?

Glenn Robert Mehner's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DUCKWORTH MEHNER PRIVATE WEALTH ADVISORS, INC.?

DUCKWORTH MEHNER PRIVATE WEALTH ADVISORS, INC. has approximately 4 employees and manages $162M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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