David
Gluckle

Stirlingshire Investments

CRD#6217439
Investment Advisor
in Bowling Green, OH

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About this Advisor

David Gluckle is a financial advisor based in Bowling Green, Ohio, working with Stirlingshire Investments. David has previously held positions at Nationwide Securities, LLC, Nationwide Insurance, Money Concepts Capital Corp, and Stirlingshire Investments. David is registered to provide services in Ohio. Currently, David is part of Stirlingshire Investments, which operates out of Bowling Green, Ohio. The firm has 11 employees and manages assets totaling $37.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Stirlingshire Investments includes asset-based and fixed fees.

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Bowling Green, OH

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Stirlingshire Investments Brokerage Details

Total Assets Under Management

$36,957,914

OH Average: $7,464,549,021
Total Number of Employees

11

OH Average: 88
Total Number of Accounts

97

OH Average: 3,892
Average Account Size

$381,009

OH Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

David Gluckle Work History

2024 - Present (0 year)

Stirlingshire Investments

2020 - Present (4 years)

Money Concepts Capital Corp

2011 - Present (13 years)

Nationwide Insurance

2013 - 2020 (7 years)

Nationwide Securities, LLC

Disclosures

Please visit the SEC profile of David Gluckle 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 Stirlingshire Investments

Kyle Cronan
The Woodlands, TX
Scott Valenti
New York, NY
Rolandus Johnson
New York, NY
Steven Stewart
New York, NY
Matthew Greene
New York, NY
Steven Woods
New York, NY
Richard Buffkin
New York, NY
Michael Saenz
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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