Unclaimed Profile

Glen Brenneman Hahlen

MBS FINANCIAL PLANNING SERVICES, INC·UNIONTOWN, Ohio

Clean recordMBS FINANCIAL PLANNING SERVICES, INC

1640 CORPORATE WOODS CIRCLE, UNIONTOWN, OH 44685-7819CRD# 5919537Firm CRD# 107230

Profile Verification

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

Identity

Glen Brenneman Hahlen · UNIONTOWN, OH

Registration

CRD #5919537 · MBS FINANCIAL PLANNING SERVICES, INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Glen Brenneman Hahlen is a registered financial advisor based in UNIONTOWN, Ohio, affiliated with MBS FINANCIAL PLANNING SERVICES, INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Glen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Glen is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

MBS FINANCIAL PLANNING SERVICES, INC

CORNERSTONE CAPITAL ADVISORS

AUM

$520M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MBS FINANCIAL PLANNING SERVICES, INC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5919537

Firm CRD# 107230

View on FINRA BrokerCheck →

Looking for a financial advisor in UNIONTOWN?

Browse all registered financial advisors in UNIONTOWN, Ohio or claim this profile if it's yours.

Browse UNIONTOWN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Glen Brenneman Hahlen offer?

Glen Brenneman Hahlen specializes in Financial Planning, Investment Management. Contact their office in UNIONTOWN, Ohio for a consultation.

What are Glen Brenneman Hahlen's credentials?

Glen Brenneman Hahlen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Glen Brenneman Hahlen located?

Glen Brenneman Hahlen is based in UNIONTOWN, Ohio, working with MBS FINANCIAL PLANNING SERVICES, INC. Their office serves clients in the UNIONTOWN metropolitan area and surrounding communities.

How does Glen Brenneman Hahlen charge for services?

Glen Brenneman Hahlen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MBS FINANCIAL PLANNING SERVICES, INC?

MBS FINANCIAL PLANNING SERVICES, INC has approximately 18 employees and manages $520M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →