Robert Glotfelty (CRD# 6370314) is an Investment Advisor Representative working at Betterment in New York, NY and has over 5 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Betterment | New York, NY | Feb 2019 - Current | 5 |
| Betterment | New York, NY | Oct 2017 - Jan 2019 | 1 |
| Unemployed | New York, NY | Jun 2017 - Sep 2017 | < 1 |
| Northwestern Mutual Investment Services, LLC | Milwaukee, WI | Jun 2015 - May 2017 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Mar 2015 - May 2017 | 2 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2014 - Mar 2015 | < 1 |
| Uw-milwaukee Athletics | Milwaukee, WI | Sep 2013 - May 2014 | < 1 |
| Uw-milwaukee Athletics | Milwaukee, WI | Jun 2012 - May 2014 | 1 |
| Uwm Techstore | Milwaukee, WI | May 2011 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- TX
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Total Assets Under Management45,933MILLIONS
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Total Number of Accounts1,103,630ACCOUNTS
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Average Account Value$41,620
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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