Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Able is a financial advisor at Creative Planning. Glenn has over 20 years of experience in the financial services industry. Glenn has Series 6, 7, 63 and 65 securities licenses and Series 26 principal registration. Glenn is also a Chartered Financial Consultant. Glenn has worked at several firms prior to Creative Planning, including Lockton Investment Securities, LLC and American Express Financial Advisors Inc. Glenn specializes in providing financial advice to high-net-worth individuals, families, and businesses. Glenn has a passion for helping his clients achieve their financial goals.
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.
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2
KS
12/19/2021 - Present
Creative Planning (OVERLAND PARK KS)
TX
04/09/2010 - 12/13/2021
LOCKTON INVESTMENT SECURITIES, LLC (DALLAS TX)
TX
04/07/2009 - 06/03/2009
GUIDESTONE FINANCIAL SERVICES (DALLAS TX)
TX
02/23/2006 - 06/03/2009
PFPC DISTRIBUTORS, INC. (DALLAS TX)
MN
01/25/1996 - 09/23/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/25/1996 - 09/23/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
04/05/1994 - 01/04/1996
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CT
03/22/1988 - 08/12/1991
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NA
06/18/1985 - 03/02/1988
WADDELL & REED, INC.
IA
Issued 07/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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