Unclaimed Profile

Glen Fredrick Colwell

ANEW ADVISORS, LLC·WAUWATOSA, Wisconsin

SIE, Series 6, Series 7, Series 63, Series 66Clean record21 years registeredANEW ADVISORS, LLC

11220 W BURLEIGH ST, WAUWATOSA, WI 53222CRD# 3171133Firm CRD# 316462

Profile Verification

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

Identity

Glen Fredrick Colwell · WAUWATOSA, WI

Registration

CRD #3171133 · ANEW ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

ANEW ADVISORS, LLC

Oct 2021 – present

INDEPENDENT FINANCIAL GROUP, LLC

Nov 2015 – Oct 2021

WHITEFISH BAY, WI

ADVISEME NATIONAL ADVISORS

Nov 2015 – Feb 2021

Milwaukee, WI

PERRY CAPITAL MANAGEMENT INC

May 2005 – Nov 2011

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · May 4, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ANEW ADVISORS, LLC

CRD 316462 · SEC 801-126049

AUM

$51M

Regulatory assets under management

Employees

111 client accounts

Services offered by ANEW ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ANEW ADVISORS, LLC →

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 →

Looking for a financial advisor in WAUWATOSA?

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

Browse WAUWATOSA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Glen Fredrick Colwell offer?

Glen Fredrick Colwell specializes in Financial Planning, Investment Management. Contact their office in WAUWATOSA, Wisconsin for a consultation.

What are Glen Fredrick Colwell's credentials?

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

Where is Glen Fredrick Colwell located?

Glen Fredrick Colwell is based in WAUWATOSA, Wisconsin, working with ANEW ADVISORS, LLC. Their office serves clients in the WAUWATOSA metropolitan area and surrounding communities.

How does Glen Fredrick Colwell charge for services?

Glen Fredrick Colwell'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 ANEW ADVISORS, LLC?

ANEW ADVISORS, LLC has approximately 3 employees and manages $51M 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 →