Allan Glad, financial advisor Plymouth MN
73 score

Allan Glad

CRD Number: 1236961
Current Firm: Fiduciarypath

Allan Glad (CRD# 1236961) is an Investment Advisor Representative working at Fiduciarypath in Plymouth, MN and has over 34 years of experience in the finance industry.

Similar Advisors
Timothy Brown, financial advisor Plymouth MN
Timothy B. Brown
CRD# 2665369
Brown Wealth Management, LLC
Similar Advisors
Phillip Christenson, financial advisor Plymouth MN
Phillip R. Christenson
CRD# 5082883
Phillip James Financial Company
Similar Advisors
Eric Hutchens, financial advisor Plymouth MN
Eric J. Hutchens
CRD# 4207178
Allodium Investment Consultants, LLC
Company Name Location Dates Years
Nfp Retirement Inc. Aliso Viejo, CA Apr 2016 - Current 2
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current 2
Princor Financial Services Corp Anako, MN Nov 2011 - Current 6
Principal Life Ins Co Anako, MN Nov 2011 - Current 6
Nfp Advisor Services, LLC Plymouth, MN Mar 2016 - Apr 2016 < 1
Pruco Securities, LLC Anoka, MN Oct 1983 - Nov 2011 28
The Prudential Insurance Company Of America Anoka, MN Oct 1983 - Nov 2011 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1984
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Allan P. Glad
Phone Number: 949-460-9898
Registered State(s):
  • CA
  • MN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Allan Glad and other advisors.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.