Glenn Ufland, financial advisor Woodbridge CT
93 score

Glenn Ufland

CRD Number: 4525680
Current Firm: Ameriprise Financial Services, Inc.

Glenn Ufland (CRD# 4525680) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Woodbridge, CT and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
American Express Financial Advisors Inc. Woodbridge, CT Apr 2002 - Current 14
Ids Life Insurance Company Woodbridge, CT Apr 2002 - Current 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2002
Contact Info for Glenn D. Ufland
Phone Number: 612-671-3131
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, 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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