MG
CFP · ChFC
MG
CFP · ChFC

Michael Eugene Gladwin

16 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,885 clients
Average Client Portfolio
$845K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

5005 Lbj Freeway, Ste. 2200, Dallas, TX, 75244-6152

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael works as a driver for private airport transportation, Uber, and Lyft since 2023. This activity takes a few hours per week and occurs outside of trading hours.

Employment History
Current Registrations
Guidestone Financial ServicesBroker
January 2024 - Present · 2 yrs 1 mo
Guidestone Advisors
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Charles Schwab & CO., INC.
May 2020 - August 2023 · 3 yrs 3 mos
Charles Schwab & CO., INC.Broker
May 2020 - August 2023 · 3 yrs 3 mos
USAA Investment Management Company
January 2018 - May 2020 · 2 yrs 4 mos
USAA Financial Advisors, INC.Broker
October 2011 - May 2020 · 8 yrs 7 mos
USAA Financial Planning Services
October 2011 - January 2018 · 6 yrs 3 mos
AXA Advisors, LLC
April 2007 - June 2010 · 3 yrs 2 mos
AXA Advisors, LLCBroker
April 2007 - June 2010 · 3 yrs 2 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.