Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn William Koehl is a financial professional with over 30 years of experience in the industry. Glenn is a Certified Financial Planner™ and has worked with various firms, including Fidelity Investments, Capital Markets IQ, and SlateStone Wealth. Glenn is currently registered with Soltis Investment Advisors, LLC. Soltis Investment Advisors, LLC is a registered investment advisor with offices in St. George, Utah, and Southlake, Texas. The firm provides a wide range of financial planning and investment management services to individuals, families, businesses, and institutions.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
02/06/2020 - Present
Soltis Investment Advisors, LLC (Southlake TX)
RI
07/27/1995 - 03/13/2003
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
06/20/1991 - 07/27/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
RI
11/07/1990 - 06/18/1991
FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)
BC
Issued 11/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/1992
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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