Allan GladCRD 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.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Nfp Retirement Inc.||Aliso Viejo, CA||Apr 2016 - Current||1|
|Kestra Financial Services, Inc.||Austin, TX||Apr 2016 - Current||1|
|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|
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
Total Assets Under Management47,508MILLIONS
Total Number of Accounts1,742ACCOUNTS
Average Account Value$27,272,148
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, FL, GA, IA, ID, IL, KY, LA, MA, MI, MN, OR, PA, TX, VA
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