Glen Smith
GDS Wealth Management
2910 Lakeside Village Blvd
Flower Mound, TX 75022
4692128072
About GDS Wealth Management
At GDS Wealth Management, our goal is to provide clients with highly personalized and attentive financial advice, coaching, and administrative support. Our experienced team of local financial planners is proud to offer the families and individuals we serve both the credentialed guidance and expertise needed to help you reach your lifelong financial goals.
Helping manage your wealth is highly personal, and we take this task very seriously. As investment advisor representatives, we work alongside you, focusing not only on the management of your finances but also the role these decisions play in the grander scheme of things.
We strategically formulate investing services for high net worth into your plans and goals, taking careful consideration at each step to ensure you're happy with the plan. At any point along the way, changing or fine-tuning the investment strategy to better accommodate your goals is always your choice.
See Disclosures
General Information
Firm Start Year
2017
No. of Employees
20-49
CRD#
4801922
Firm CRD#
315934
Name of Custodial Firm
Raymond James
States Licensed in
TX, CA, LA, FL, OK
Years of Experience in Financial Services
20
Number of Years with Current Firm
6
Work Experience
Glen has worked in the financial services industry for nearly twenty years. He has amassed comprehensive knowledge and holds himself to the highest standards of ethics and integrity. Glen works closely with people to craft individually tailored financial plans, ensuring every portfolio and plan reflects the client's best interests.
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Planning for Businesses, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Financial Planning for Individuals, Money Management, Wealth Management, Retirement Planning
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CRPC®
Securities Licenses
Series 66
Firm Information
Firm's Number of Clients
453
Firm's Number of Planning Clients
453
Firm's Number of Managed Clients
453
Assets Managed by Firm
1,041,245,248
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$1,000,000
Compensation Methods
Based on Assets
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=780767
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1890934/rothira-GDS-Wealth-Management-detailed-disclosure.html
Disclaimer
GDS Wealth Management is an investment adviser in Flower Mound, TX. GDS Wealth Management is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. GDS Wealth Management only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of GDS Wealth Management's current written disclosure brochure filed with the SEC which discusses among other things, GDS Wealth Management 's business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov.