Unclaimed
Glen Paul Hemann is a financial advisor who has been in the industry since 1998. Glen is currently a registered representative with Avantax Advisory Services and is located in Zumbrota, MN. Glen has passed the Series 6, 7, and 63 exams, as well as the SIE and Series 65 exams. Glen is also a Certified Financial Planner. Glen has worked for 1st Global Capital Corp. and Avantax Insurance Services, Inc. in addition to Avantax Advisory Services. Glen is a Managing Member of Total Wealth Care LLC.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MN
10/25/2019 - Present
Avantax Advisory Services (ZUMBROTA MN)
MN
01/16/1998 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (ZUMBROTA MN)
IA
Issued 09/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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