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About Cinco Ranch Insurance & Financial Services |
We are an Independant Financial Services Firm that specializes in wealth preservation, safe money alternatives and asset management services. We provide sevices that include managed portfolio's, annuities, 401K rollovers, ETF's and pre-retirement and retirement planning strategies. We believe that every investor, no matter what size your portfolio is, should understand and feel confident about their investment approach.
Integrity is our core beleif. Understanding and Education is an important aspect to not only our company, but to our investors and clients. |
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General Information |
| Years of Experience in Financial Services: |
22
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| Foreign Languages Serviced: |
English and Spanish
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| Work Experience: |
Independant Agency Owner
Allstate Agency Owner
Partner/Financial Advisor w/ Cinco Ranch Insurance & Financial Services
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| States Licensed in: |
Texas for 6 and 63
Texas and Louisiana for Life and Health
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| Number of Years with Current Firm: |
22
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| Insurance License#: |
742537
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| Work with the following types of clients: |
Businesses, Individual Investors
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| Name of Broker/Dealer: |
John W. Glowacz
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| States Willing to do Business in: |
Texas and Louisiana
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Education |
| Academic Background |
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| Bachelor's Degree in Business Management from Lamar university
Operations Specialist with the US Navy |
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Services |
| Investment Types: |
Mutual Funds, Options & Futures, Bonds, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Personal Financial Specialist (PFS)
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| Securities Licenses: |
Series 6, Series 63, Series 65
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity, Accident, Casualty, Property, Disability
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| Financial Organization Memberships: |
National Association of Personal Financial Advisors (NAPFA)
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| Non-Financial Organization Memberships: |
Trusted Choice Agents
Independant Insurance Agents Assoiciation
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Firm Information |
| Assets Managed by Firm: |
0
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| Assets Managed by Advisor: |
0
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| Advisor's Number of Clients: |
150
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| Firm's Number of Clients: |
1800
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| Advisor's Number of Planning Clients: |
0
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| Advisor's Number of Managed Clients: |
0
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| Firm's Number of Planning Clients: |
150
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| Firm's Number of Managed Clients: |
0
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Flat Fee, Commissions
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| Minimum Portfolio Size for New Managed Accounts: |
$50000
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