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Glen Edwin Rolofson

Compass Investments LLC

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About Glen Edwin Rolofson

Glen Edwin Rolofson is a financial advisor based in Pittsburgh, PA. Glen has been in the financial services industry since 1988. Glen currently works for Compass Investments LLC and has been registered with the firm since 2008. Glen has been licensed with the state of Rhode Island since 2008. Glen offers advisory services for individuals and businesses. Glen also offers financial planning and selection of other advisors. Glen manages approximately $76,417,043 in assets for his clients.

Firm Information

Glen Rolofson is currently registered with Compass Investments LLC. Compass Investments LLC is an investment advisor based in Pittsburgh, Pennsylvania. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. The firm manages approximately $76.4 million in assets for 412 clients. They also provide selection of other advisors services.
Compass Investments LLC

2681 SIDNEY STREET

PITTSBURGH, PA 15203

$76.42M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Glen Rolofson’s Registration & Firm History

PA

01/28/2008 - Present

Compass Investments LLC (PITTSBURGH PA)

CA

02/09/2001 - 09/28/2006

BAYSIDE FINANCIAL, LLC (WALNUT CREEK CA)

IA

01/02/1991 - 01/29/2001

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

NA

05/10/1989 - 12/31/1990

CENTURY INVESTORS OF AMERICA, INC.

NA

04/10/1989 - 05/23/1989

CUNA BROKERAGE SERVICES, INC.

NA

07/21/1988 - 04/20/1989

METLIFE SECURITIES INC.

NA

07/21/1988 - 04/20/1989

METROPOLITAN LIFE INSURANCE COMPANY

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Licenses & Designations

BC

Issued 08/26/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/14/1996

Series 7 - General Securities Representative Examination

BC

Issued 07/11/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Glen Edwin Rolofson.
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