William
Gleavy
Kaizen Retirement Plan Advisors, LLC
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About this Advisor
William Gleavy is a financial advisor based in Quincy, Massachusetts, working with Kaizen Retirement Plan Advisors, LLC. William has previously held positions at Cuna Mutual Group and Cuna Brokerage Services, Inc. William has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, William is part of Kaizen Retirement Plan Advisors, LLC, which operates out of Quincy, Massachusetts. The firm has one employee and manages assets totaling $130.9 million. The services offered by the firm include portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Kaizen Retirement Plan Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Kaizen Retirement Plan Advisors, LLC Brokerage Details
$130,939,035
1
24
$5,455,793
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
William Gleavy Work History
Cuna Brokerage Services, Inc
Cuna Mutual Group
Disclosures
Please visit the SEC profile of William Gleavy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kaizen Retirement Plan Advisors, LLC
Quincy, MA
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