Unclaimed
Glenn Lempe is an investment advisor representative with Mount Yale Investment Advisors, LLC. Glenn has been active in the financial industry since July 1991. In addition to his role at Mount Yale Investment Advisors, LLC, Glenn also owns and operates Glenn J. Lempe, Inc. where he provides fixed insurance and investment services. Glenn currently holds Series 63, Series 7, and SIE licenses. Glenn also has experience with LPL FINANCIAL LLC and Ameriprise Financial Services, Inc. Glenn's previous experience includes a variety of roles in the financial services industry. Glenn specializes in providing investment advice to individuals and families, investment companies, and charitable organizations. Glenn is licensed in multiple states and has a long history of experience in the financial services industry.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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
01/10/2024 - Present
Mount Yale Investment Advisors, LLC (Plymouth MN)
MN
07/17/2006 - 01/09/2024
LPL FINANCIAL LLC (PLYMOUTH MN)
MN
07/23/1991 - 07/21/2006
AMERIPRISE FINANCIAL SERVICES, INC. (EDINA MN)
MN
07/23/1991 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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