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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Sundberg is a financial advisor with over 30 years of experience in the industry. Glen has worked with LPL Financial LLC since August 2023. Prior to that, Glen was a financial advisor at Woodbury Financial Services, Inc. and Questar Capital Corporation. Glen has a wide range of experience in the financial services industry and is committed to providing his clients with personalized financial advice. Glen holds the Series 7, Series 24, and Series 63 licenses. Glen is also a registered investment advisor in Minnesota and Texas.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
08/04/2023 - Present
LPL Financial LLC (BRAINERD MN)
MN
03/01/2019 - 08/08/2023
WOODBURY FINANCIAL SERVICES, INC. (BRAINERD MN)
MN
12/01/2006 - 03/01/2019
QUESTAR CAPITAL CORPORATION (BRAINERD MN)
MN
12/20/2005 - 12/01/2006
USALLIANZ SECURITIES, INC. (BRAINERD MN)
WI
09/25/1998 - 12/21/2005
SII INVESTMENTS, INC. (APPLETON WI)
MN
01/26/1993 - 09/24/1998
OFFERMAN & COMPANY (MINNEAPOLIS MN)
BC
Issued 02/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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