Gloeckner Financial Group

The people who work at Gloeckner Financial Group not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely caring and fun to be with. We are always ready to listen to your concerns, answer your questions, and put you at ease.

Gwen Gloeckner, wealth manager and principal of Gloeckner Financial Group, has been assisting families and individuals in the area of wealth accumulation, wealth management, income distribution, and protection plans for more than 20 years.

FINRA Series 6 and 63 securities registered; licensed in Life, Health, and Variable Annuities in six states; and a Certified Long-Term Care Specialist (CLTC), Gwen is a registered representative and an Investment Adviser Representative with Commonwealth Financial Network^®, Member FINRA/SIPC, a Registered Investment Adviser, in Waltham, Massachusetts. She is also a Certified Divorce Financial Analyst who counsels couples to determine an equitable division of assets during the divorce process.

Active in her church and community, she holds positions on the Mount Carmel Foundation, and the Mount Carmel College of Nursing, and has served on the Central Ohio Board of the Financial Planning Association.

Katie Hampton, Office Manager for Gloeckner Financial Group, is the ever cheery voice and face that greets our clients when they call or visit our office. She is instrumental in ensuring the timely and accurate processing of all account paperwork and providing the exceptional experience that our clients expect. Prior to joining the Gloeckner Financial group team in April 2007, Katie worked for a firm in North Carolina that provided financial planning services for members of the military.

Katie attended Wright State University and is currently studying to obtain her Series 7 Securities Registration. Outside the office, Katie enjoys spending time with friends, family and her black lab, Pockets. She is also active in her church and volunteers in her local community.