Verified
Glenn is a Chartered Retirement Planning Consultant® and Accredited Investment Fiduciary® specializing in helping individuals and families manage investments and develop financial plans to help reach their financial goals. In addition, he assists businesses with corporate cash and retirement plans. Glenn comes from a family involved with Wall Street and has worked with clients as a financial advisor since 1994. He is an Ameriprise Circle of Success Advisor and has received numerous recognitions including 2021, 2022 & 2023 Forbes Best-In-State Wealth Advisors. Originally from Connecticut, Glenn is a graduate of Syracuse University. Glenn is a Board Member and Past President of the Boys & Girls Club of Placer County and Gold Country Rotary. He is a long–time member of Western Pension & Benefits Conference and a Lions member. Glenn and his wife, Jeannie, have five children and live in Lake of the Pines. Glenn has coached soccer, been a Scouts leader and enjoys playing hockey, reading and spending time outdoors with his family hiking, biking, camping, skiing and more.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
CA
07/18/2019 - Present
Ameriprise Financial Services, LLC (ROSEVILLE CA)
CA
08/31/2007 - 07/27/2015
WELLS FARGO ADVISORS, LLC (ROSEVILLE CA)
CA
08/20/2004 - 09/10/2007
UBS FINANCIAL SERVICES INC. (ROSEVILLE CA)
MO
07/01/2003 - 08/26/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
12/21/1994 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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