Unclaimed
Glen Anderson is a financial professional with over 20 years of experience in the industry. Glen has held various positions at several firms including Edward Jones, Lindsco/Private Ledger Corp., Northwestern Mutual Investment Services, LLC, Fintegra, LLC, ProEquities, Inc, Bankers Life Securities, Inc., and Woodbury Financial Services, Inc. Currently, Glen is registered with Osaic Wealth, Inc. in Faribault, Minnesota. Glen is a licensed investment advisor representative in the state of Minnesota. Glen specializes in Financial Planning, Pension Consulting, Educational Seminars, and Selection of Other Advisers. Glen has a demonstrated ability to work with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
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.
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.
1
2
MN
01/19/2024 - Present
Osaic Wealth, Inc. (FARIBAULT MN)
MN
12/05/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (FARIBAULT MN)
MN
05/26/2016 - 11/07/2023
BANKERS LIFE SECURITIES, INC. (EDINA MN)
MN
01/25/2011 - 05/26/2016
PROEQUITIES, INC. (MANKATO MN)
MN
02/21/2008 - 11/05/2010
FINTEGRA, LLC (FARMINGTON MN)
MN
01/18/2007 - 01/15/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EAGAN MN)
MN
05/26/2004 - 11/03/2006
LINSCO/PRIVATE LEDGER CORP. (FARMINGTON MN)
MO
08/08/2000 - 04/29/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 12/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Glen Anderson is the right advisor for you? Invested Better is here to help.