Todd D. Glisson

COVENANT PARTNERS

NASHVILLE, TN 37215

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CRD#: 2505847

Professional summary

Todd David Glisson, CFP® is a registered financial advisor currently at COVENANT PARTNERS, LLC located in Nashville, Tennessee.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Todd has worked at 3 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

TODD IS LICENSED TO SELL LIFE AND DISABILITY INSURANCE. HE IS ALSO 50% OWNER OF MURRAH VENTURES, LLC WHICH WAS ESTABLISHED FOR REAL ESTATE PURCHASE. HE SPENDS LESS THAN 1 HOUR PER MONTH ON THIS OTHER BUSINESS ACTIVITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd David Glisson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1997

Experience

Current

June 27, 2003 - Present

COVENANT PARTNERS, LLC

Office #1: 3811 Bedford Avenue Suite 201, Nashville, TN 37215

RIA

CRD#: 110137

NASHVILLE, TN

Past

August 15, 1994 - November 15, 1996

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

August 15, 1994 - November 15, 1996

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COVENANT PARTNERS, LLC

CRD#: 110137 / SEC#: 801-62178

RIA

Registered Investment Advisory firm - (6/27/2003 Approved)

Tennessee

Registered Investment Advisory firm - (7/24/2005 Terminated)

Texas

Registered Investment Advisory firm - (6/27/2003 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(2/4/2004)

IAR

Texas
(1/28/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/11/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/12/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

COVENANT PARTNERS, LLC

CRD#: 110137 / SEC#: 801-62178

RIA

Registered Investment Advisory firm - (6/27/2003 Approved)

Tennessee

Registered Investment Advisory firm - (7/24/2005 Terminated)

Texas

Registered Investment Advisory firm - (6/27/2003 Terminated)

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Contact information

Main Address

3811 Bedford Avenue Suite 201, Nashville, TN 37215

Mailing Address

P.o. Box 158187, Nashville, TN 37215

Phone number

(615) 665-1801

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COVENANT PARTNERS BROCHURE (11/3/2025)

Regulatory assets under management

Total Number of Accounts	1,011
AUM (Assets Under Management)	$ 1,010,948,405

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/28/2025	Cover Page	Report
11/22/2024	Cover Page	Report
01/29/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Todd D. Glisson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd David Glisson's CRS (Customer Relationship Summary).

Certified licenses

Experience

COVENANT PARTNERS, LLC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

Primary Firm SEC Registration

COVENANT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/11/1994

Series 6

Date: 8/12/1994

Current Firm

COVENANT PARTNERS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

COVENANT PARTNERS, LLC

TRUST BUT VERIFY

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