Kevin Glad, financial advisor South Jordan UT

Kevin Glad

CRD Number: 4446358
Current Firm: Transamerica Financial Advisors, Inc.

Kevin Glad (CRD# 4446358) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in South Jordan, UT and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Wealthwave Johns Creek, GA Dec 2023 - Current < 1
Lspn Pro, LLC Lindon, UT Sep 2021 - Current 2
Neumont College Of Computer Science Salt Lake City,, UT May 2021 - Current 2
Adobe Inc. Lehi, UT Feb 2021 - Current 3
Heartland Institute Of Financial Education Greenwood Village, CO Sep 2020 - Current 3
No Small Dreams Orem, UT Feb 2014 - Current 10
Transamerica Financial Advisors, Inc. South Jordan, UT Jan 2012 - Current 12
Wfgia South Jordan, UT Jun 2001 - Current 22
Personal Cheesecakes West Jordan, UT Jan 2014 - Dec 2022 8
Grande Small Business Solutions West Jordan, UT Jan 2009 - Dec 2022 13
Workfront Lehi, UT Oct 2020 - Mar 2021 < 1
Helio Training / Neumont University Salt Lake City, UT May 2018 - Oct 2020 2
Primary Residential Mortgage Salt Lake City, UT Nov 2016 - Jul 2019 2
Academy Mortgage Company Sandy, UT Nov 2009 - Oct 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for Kevin M. Glad
Phone Number: 727-299-1800
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    1,619
    MILLIONS
  • Total Number of Accounts
    45,001
    ACCOUNTS
  • Average Account Value
    $35,987
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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