Glenda
Callanen

Pfg Advisors

CRD#1380108
Investment Advisor
in Santa Monica, CA

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About this Advisor

Glenda Callanen is a financial advisor based in Santa Monica, California, working with Pfg Advisors. Glenda has previously held positions at Foothill Securities, Inc, Glenda G. Callanen, Cue Financial Group, Inc- Insurance Sales, Securities America, Inc, and Osaic Wealth, Inc. Glenda has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Glenda is part of Pfg Advisors, which operates out of Santa Monica, California. The firm has 131 offices and 115 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Pfg Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3231 Ocean Park Blvd Suite 104
Santa Monica, CA 90405

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Pfg Advisors Brokerage Details

Total Assets Under Management

$2,333,278,575

CA Average: $1,555,372,352
Total Number of Employees

115

CA Average: 37
Total Number of Accounts

11,752

CA Average: 1,370
Average Account Size

$198,543

CA Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Glenda Callanen Work History

2024 - Present (0 year)

Osaic Wealth, Inc

2016 - Present (8 years)

Securities America, Inc

1993 - Present (31 years)

Cue Financial Group, Inc- Insurance Sales

1991 - Present (33 years)

Glenda G. Callanen

2009 - 2016 (7 years)

Foothill Securities, Inc

Disclosures

Please visit the SEC profile of Glenda Callanen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pfg Advisors

John Griffith
Eugene, OR
Heather Metcalf
Springfield, OR
Andrew Johnson
Gilbert, AZ
Eric Stelnick
Valencia, CA
Timothy Mansell
Alameda, CA
Bridgette Gavagan
Glendale, AZ
Mark Nickles
Phoenix, AZ
Robert Van Allen
Tempe, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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