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Richard Francis Thieneman

Investment adviser representative at The Gleason Group, Inc.
13 yearsExperience
1 stateRegistered in
$1.6BFirm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. The Gleason Group, Inc.Sep 2025 to now
  2. Turning Point BrandsDec 2024 to Sep 2025
  3. Premier PackagingSep 2021 to Dec 2024
  4. HumanaJan 2019 to Sep 2021
  5. United Parcel ServiceAug 2013 to Jan 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (KY).

The Gleason Group, Inc.

$1.6BAssets managed
276Clients
6Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8211599
Firm CRD
175104
Advisor's SEC record (opens in a new tab)
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