Glenn MossellerCRD 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.
Triad Financial Advisors, Inc.
Nfp Advisor Services, LLC
Spartan Planning & Wealth Management
|Horter Investment Management, LLC||Cincinnati, OH||Feb 2014 - Current||3|
|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|
Total Assets Under Management1,016MILLIONS
Total Number of Accounts13,925ACCOUNTS
Average Account Value$72,992
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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