Securities offered through Securities America, Inc. (SAI) Member FINRA/SIPC. Advisory services offered through Arbor Point Advisors, LLC. Gleason Financial Group, Arbor Point Advisors and Securities America, Inc. are separate entities. Securities America, Inc. and its representatives do not provide tax or legal advice. Ed Slott’s Elite IRA Advisor Group™ is for investment services only. Ed Slott’s endorsement does not extend to the financial planning or investment advisory services offered by the representative. Ed Slott’s Elite IRA Advisor Group™ members pay a fee for the educational programs that allow them to be included in the Ed Slott’s Elite IRA Advisor Group™. Membership does not guarantee investment success. 

This communication is strictly intended for individuals residing in the states of AZ, AR, CO, FL, IN, IA, KS, MD, MN, MO, NM, ND, OH, OR, TN, WV & WI.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

Securities America Form CRS

721 West 1st Street
Suite B
Cedar Falls, IA 50613
United States

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Company Description
Gleason Financial Group is an independent financial services firm that provides a vast line of quality products. The firm was conceived and has grown substantially since 1990. We serve clients in Iowa and the Kansas City area—bringing our unique vision of financial planning and success to clients.

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