Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen H Bunkowske is a financial advisor with over 20 years of experience in the industry. Glen H Bunkowske is currently registered with Ameriprise Financial Services, LLC and has been with the firm since 2009. Prior to that, Glen H Bunkowske worked at Ameriprise Advisor Services, Inc., BirchTree Financial Services, Inc., and H.D. Vest Investment Securities, Inc. Glen H Bunkowske holds the Series 6, Series 63, and SIE licenses. Glen H Bunkowske specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
10/21/2009 - Present
Ameriprise Financial Services, LLC (ST CHARLES IL)
MN
10/03/2002 - 10/22/2009
AMERIPRISE ADVISOR SERVICES, INC. (LAKE CITY MN)
MN
01/21/2000 - 10/18/2002
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
TX
10/28/1999 - 01/07/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 09/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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