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Glenn Daniel Young

Concentrum Wealth Management

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About Glenn Daniel Young

Glenn Young is a financial advisor who has been in the industry since 1998. He is a Certified Financial Planner and has been registered with the State of California since 2019. Glenn is currently a registered representative with Concentrum Wealth Management. Glenn has previously worked for Purshe Kaplan Sterling Investments and TD Ameritrade. Glenn provides financial planning, portfolio management for individuals and businesses, and pension consulting services.

Firm Information

Glenn Young is currently registered with Concentrum Wealth Management. Concentrum Wealth Management is a San Jose, CA-based wealth management firm with over $623 million in regulatory assets under management. They offer a range of services to individuals, businesses, and retirement plans, including financial planning, pension consulting, selection of other advisers, and portfolio management. Concentrum is registered with the SEC and has a wrap fee program.
Concentrum Wealth Management

353 PIERCY ROAD

SAN JOSE, CA 95138

$623.53M

Assets Under Management

Not reported

Total Clients

5

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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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.

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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Glenn Young’s Registration & Firm History

CA

04/02/2019 - Present

Concentrum Wealth Management (San Jose CA)

CA

05/02/2019 - 12/19/2022

PURSHE KAPLAN STERLING INVESTMENTS (SAN JOSE CA)

CA

11/10/1998 - 03/04/2019

TD AMERITRADE, INC. (SAN DIEGO CA)

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Licenses & Designations

BC

Issued 11/12/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Glenn Daniel Young.
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