Glenn Mosseller, financial advisor Greensboro NC
97 score

Glenn Mosseller

CRD Number: 6009605
Current Firm: Horter Investment Management, LLC

Glenn W. Mosseller, RFC® is Founder and President of Roadmap Financial Consulting, LLC located in Greensboro, NC. Glenn works with retirees and pre-retirees to develop individualized retirement plans designed to reduce the risks of future taxation, market volatility and the cost of long term care.

 

Glenn is a Certified Financial Education Instructor and often teaches retirement courses in cooperation with Colleges and Universities in the Greensboro Area. Glenn also regularly teaches financial workshops at the Greensboro Public Library.

 

Glenn is a member of the Million Dollar Round Table, considered the standard of excellence in the financial services industry. Glenn is also a member of Ed Slott's Elite IRA Advisor Group. The Elite IRA Advisor Group is an exclusive group of financial advisors who are dedicated to understanding IRA taxation issues with the goal of helping clients to minimize taxation on their retirement plans. Ed Slott’s team tracks the latest IRA rulings and tax law changes, and alerts the Elite IRA Advisor Group to recent changes.

 

Roadmap Financial Consulting, LLC is an accredited member of the Better Business Bureau.

 

Glenn is also an Investment Advisor Representative with Horter Investment Management, LLC, a Registered Investment Advisor based in Cincinnati, OH. Glenn is a licensed insurance agent in North Carolina and securities registered and subject to SEC oversight.

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Professional Designations
Company Name Location Dates Years
Horter Investment Management, LLC Cincinnati, OH Feb 2014 - Current 2
Jg Financial Consulting Aberdeen, NC Dec 2011 - Current 5
Roadmap Financial Consulting, LLC Greensboro, NC Dec 2010 - Current 6
Self-employed Trader/manager Greensboro, NC Oct 2002 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2012
Contact Info for Glenn W. Mosseller
By the Numbers
  • Total Assets Under Management
    1,016
    MILLIONS
  • Total Number of Accounts
    13,925
    ACCOUNTS
  • Average Account Value
    $72,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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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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