Todd Gleason

Todd Gleason Email and Phone Number

Managing Partner at Gleason Capital Advisors @ Estate Planning Team
Todd Gleason's Location
Denver, Colorado, United States, United States
Todd Gleason's Contact Details

Todd Gleason work email

Todd Gleason personal email

n/a

Todd Gleason phone numbers

About Todd Gleason

YOUR FINANCIAL FUTUREToday’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.Our first priority is your overall financial independence . We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPCFor hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Gleason Capital Advisors may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Todd Gleason's Current Company Details
Estate Planning Team

Estate Planning Team

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Managing Partner at Gleason Capital Advisors
Todd Gleason Work Experience Details
  • Gleason Capital Advisors
    Managing Director
    Gleason Capital Advisors Aug 1998 - Present
    Denver, Co 80238
    As Founder and Managing Director Todd Gleason has over 28 years of experience in the Financial Service Industry. In 1998, Todd formed Gleason Capital Advisors to help address the needs of his growing client family. He is a well-respected for the comprehensive advice and for the close relationships he shares with his clients.Todd is a Denver native who enjoys playing tennis, golf, and spending time with his family and wife of 26 years. His professional credentials include; the Series 24, Series 7 and Series 63 which are held through LPL Financial.Mr. Gleason may only discuss and/or transact business with residents of the following states: Arizona, California, Colorado, Michigan, Minnesota, North Dakota, South Dakota, Texas, UtahSecurities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'contact info' section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to the accuracy or completeness.*ALL SECURITIES REGISTRATIONS HELD THOUGH LPL FINANCIAL.
  • Estate Planning Team
    Member
    Estate Planning Team Mar 2019 - Present
    I am a member of the Estate Planning Team, a team of professionals trained in the principles and strategies of business planning and wealth succession planning implementing the Deferred Sales Trust. Estate Planning Team is a professional group of highly trained advisors comprised of tax attorneys, advisors, brokers and CPAs committed to assisting clients with business transitions. The Deferred Sales Trust is a tax-deferral strategy. Over the next twenty years, it is estimated that 20 trillion dollars will transition to the next generation in the United States. Many of these individuals want to minimize their potential tax liability by deferring capital gains and probate avoidance tax situations. According to Pew Research Center, roughly 10,000 baby boomers will turn 65 today, and about 10,000 more will cross that threshold every day for the next 10 years.This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a prequalified tax or legal advisor.

Todd Gleason Skills

Wealth Management Strategic Financial Planning Series 24 Series 7 Retirement Planning Iras Roth Ira Fixed Annuities Investments Retirement Estate Planning Investment Advisory 401k Rollovers Small Business Long Term Care Financial Advisory Wealth Financial Planners 401k Mutual Funds Life Insurance Insurance Series 63

Todd Gleason Education Details

Frequently Asked Questions about Todd Gleason

What company does Todd Gleason work for?

Todd Gleason works for Estate Planning Team

What is Todd Gleason's role at the current company?

Todd Gleason's current role is Managing Partner at Gleason Capital Advisors.

What is Todd Gleason's email address?

Todd Gleason's email address is to****@****lpl.com

What is Todd Gleason's direct phone number?

Todd Gleason's direct phone number is +130375*****

What schools did Todd Gleason attend?

Todd Gleason attended Metropolitan State College Of Denver.

What are some of Todd Gleason's interests?

Todd Gleason has interest in Family, Education, Tennis, Golf, Travel, Health.

What skills is Todd Gleason known for?

Todd Gleason has skills like Wealth Management, Strategic Financial Planning, Series 24, Series 7, Retirement Planning, Iras, Roth Ira, Fixed Annuities, Investments, Retirement, Estate Planning, Investment Advisory.

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