Kari Glosser, financial advisor Santa Monica CA
90 score

Kari Glosser

CRD Number: 5895939
Current Firm: Abacus Wealth Partners

Kari Glosser (CRD# 5895939) is an Investment Advisor Representative working at Abacus Wealth Partners in Santa Monica, CA and has 1 year of experience in the finance industry. Kari Glosser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Abacus Wealth Partners, LLC Pacific Palisades, CA Aug 2007 - Current 9
Brent Kessel & Britta Bushnell Topanga, CA Sep 2007 - Apr 2009 1
Gardner Russo & Gardner Lancaster, PA May 2004 - Jul 2007 3

Kari Glosser has no recent exams reported.
Contact Info for Kari J. Glosser
Phone Number: 888-422-2287
Registered State(s):
  • CA
  • CO
  • HI
  • MD
  • OR
  • PA
  • TX
  • VT
  • WA
By the Numbers
  • Total Assets Under Management
    1,442
    MILLIONS
  • Total Number of Accounts
    4,330
    ACCOUNTS
  • Average Account Value
    $332,939
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, LA, MA, MD, MN, MT, NC, NH, NJ, NM, NY, OR, PA, TX, UT, VA, VT, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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