James Herlein

Managing Director | CFO | Gladstone Wealth Partners

James Herlein is a Managing Director and CFO of Gladstone Wealth Group. Gladstone is a leading independent firm in the wealth management space built by advisors for advisors.

Prior to Gladstone, James worked in high level financial leadership roles at SelectQuote, Edelman Financial Engines, Financial Engines, The Mutual Fund Store, Sprint, and others. He has over 20 years in financial leadership, with 10 of those year focused on the financial management and insurance sectors.

He holds a BA from Kansas University, and an MBA from Avila University and currently lives in Baldwin City, KS with his wife on 80 acres of paradise. His hobbies are primarily focused around working on their farm, and spending time with his grown children and his granddaughter.

Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through Gladstone Institutional Advisory, LLC, a registered investment advisor. Gladstone Wealth Partners and Gladstone Institutional Advisory LLC are separate entities from LPL Financial.