Keith Gliner (CRD# 6576376) is an Investment Advisor Representative working at Water Dog Asset Management LLC in Buffalo, WY and has over 8 years of experience in the finance industry.
CRD# 5306316
Lpl Financial LLC
CRD# 3035129
Finlayson Financial Planning, Inc.
CRD# 6849224
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Water Dog Asset Management, LLC | Fort Collins, CO | Oct 2015 - Current | 8 |
| Unemployed | Las Vegas, NV | May 2014 - Sep 2015 | 1 |
| Caesar's Entertainment | Las Vegas, NV | May 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
- CO
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts33ACCOUNTS
-
Average Account Value$142,424
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CO, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.