Adam Glassberg, financial advisor Downers Grove IL
97 score

Adam Glassberg

CRD Number: 5938760
Current Firm: D3 Financial Counselors LLC

Adam Glassberg (CRD# 5938760) is an Investment Advisor Representative working at D3 Financial Counselors LLC in Downers Grove, IL and has 7 years of experience in the finance industry. Adam Glassberg has taken additional exams to become a Certified Financial Planner (CFP®)

 

Adam is a NAPFA registered financial planner, and specializes in working with medical professionals, and has been conducting seminars for graduating medical school and dental school students on debt reduction and wealth accumulation strategies at the University of Illinois at Chicago. 

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Professional Designations
Company Name Location Dates Years
D3 Financial Counselors Downers Grove, IL May 2008 - Current 8
Iovest Development Chicago, IL May 2008 - Nov 2008 < 1
Eastern Illinois University Charleston, IL Aug 2004 - May 2008 3

Adam Glassberg has no recent exams reported.
Contact Info for Adam J. Glassberg
By the Numbers
  • Total Assets Under Management
    144
    MILLIONS
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $1,107,692
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IL

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BADGES
97
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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