Unclaimed Profile

Glen Brenneman Hahlen

MBS FINANCIAL PLANNING SERVICES, INC·UNIONTOWN, Ohio

Clean record15 years registeredMBS 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 · 15 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

May 2019 – present

CORNERSTONE CAPITAL ADVISORS

May 2011 – Jul 2019

UNIONTOWN, OH

Registrations & Exams

Registration record

First registered · May 5, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MBS FINANCIAL PLANNING SERVICES, INC

CRD 107230 · SEC 801-22384

AUM

$520M

Regulatory assets under management

Employees

1,777 client accounts

Services offered by MBS FINANCIAL PLANNING SERVICES, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MBS FINANCIAL PLANNING SERVICES, INC →

Introduction

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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.

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