Glen Sjoberg, financial advisor Pleasant Grove UT
93 score

Glen Sjoberg

CRD Number: 5484204
Current Firm: Global View Capital Management, Ltd

Glen Sjoberg (CRD# 5484204) is an Investment Advisor Representative working at Global View Capital Management, Ltd in Pleasant Grove, UT and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Security National Mortgage Company Sandy, UT Dec 2014 - Current 2
Global View Capital Management, Ltd. Waukesha, WI Jan 2014 - Current 2
Global View Capital Insurance, Ltd. Waukesha, WI Nov 2010 - Current 6
Brigham Young University Provo, UT Aug 1985 - Current 31
City 1st Mortgage Bountiful, UT Sep 2012 - Dec 2014 2
Purshe Kaplan Sterling Investments Albany, NY Jan 2014 - Oct 2014 < 1
The Strategic Financial Alliance, Inc. Atlanta, GA Nov 2010 - Dec 2013 3
Timeshare Rental, Dba Glen Sjoberg Cedar Hills, UT Oct 2009 - Dec 2013 4
Primary Residential Mortgage Salt Lake City, UT Mar 2011 - Sep 2012 1
Megastar Financial Corp Denver, CO Jul 2009 - Mar 2011 1
Investment Advisors International, Inc. Draper, UT Sep 2008 - Nov 2010 2
Wgs Draper, UT Feb 2008 - Nov 2010 2
Wfg Draper, UT Nov 2007 - Nov 2010 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S65 NASAA Investment Advisors Law Examination Sep 2008
Contact Info for Glen E. Sjoberg
Phone Number: 262-650-1030
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    257
    MILLIONS
  • Total Number of Accounts
    6,000
    ACCOUNTS
  • Average Account Value
    $42,794
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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