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Glen Russell Wilk

Ameriprise Financial Services, LLC

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About Glen Russell Wilk

Glen Russell Wilk is a financial advisor with over 30 years of experience in the financial industry. Glen is currently registered with Ameriprise Financial Services, LLC and has previously held positions at WELLS FARGO CLEARING SERVICES, LLC, WELLS FARGO ADVISORS, LLC, ATTKISSON CARTER & COMPANY, INC., FIDELITY NATIONAL CAPITAL INVESTORS, INC., INTERSTATE/JOHNSON LANE CORPORATION, PAINEWEBBER INCORPORATED and NYLIFE SECURITIES INC. Glen holds FINRA Series 6, 7, 22, 63, and 65 licenses and SIE certification. Glen specializes in providing financial advice to individuals, corporations, trusts, estates, and retirement plans. Glen is also a real estate owner. Glen's commitment to providing personalized financial advice has earned him a reputation as a trusted and reliable advisor.

Firm Information

Glen Wilk is currently registered with Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC is a Limited Liability Company formed in 1971 and headquartered in Minneapolis, Minnesota. The firm offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Ameriprise has a significant presence in the United States, with a network of over 11,000 licensed agents and investment advisor representatives. The firm manages over $479 billion in assets for a diverse range of clients, including high-net-worth individuals, corporations, and pension plans.
Ameriprise Financial Services, LLC

707 2ND AVENUE SOUTH

MINNEAPOLIS, MN 55402

$479.79B

Assets Under Management

140,938

Total Clients

13,002

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation services

Asset allocation services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Glen Wilk’s Registration & Firm History

GA

01/13/2025 - Present

Ameriprise Financial Services, LLC (DULUTH GA)

GA

07/19/2012 - 05/27/2020

WELLS FARGO CLEARING SERVICES, LLC (LAWRENCEVILLE GA)

GA

06/19/2009 - 07/20/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DULUTH GA)

GA

09/05/2001 - 06/23/2009

WELLS FARGO ADVISORS, LLC (LAWRENCEVILLE GA)

GA

09/20/1999 - 09/05/2001

ATTKISSON CARTER & COMPANY, INC. (ATLANTA GA)

GA

06/23/1997 - 09/15/1999

FIDELITY NATIONAL CAPITAL INVESTORS, INC. (ATLANTA GA)

NC

05/08/1995 - 06/26/1997

INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)

NJ

12/04/1991 - 05/23/1995

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

06/07/1989 - 01/06/1992

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/13/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/06/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/1992

Series 7 - General Securities Representative Examination

BC

Issued 09/19/1989

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 06/06/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Glen Russell Wilk. Review regulatory record here.
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