Glenn
Schwalje
Financial Security Advisory Inc
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About this Advisor
Glenn Schwalje is a financial advisor based in Darien, Illinois, working with Financial Security Advisory Inc. Glenn has previously held positions at Mps Loria Financial Planners LLC, Loria Financial Group LLC, World Equity Group, Inc, Uhlmann Price Securities, LLC, Oyster Consulting LLC, Miac Capital Markets LLC, Financial Security Management, Inc, Jackson National Life Distributors, Financial Security Advisory, Inc, Uhlmann Investment Management, LLC, Stone Wheel Inc, Milliman Investment Management Services LLC, and Realto Securities, LLC. Glenn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Glenn is part of Financial Security Advisory Inc, which operates out of Darien, Illinois. The firm has 6 offices and 45 employees. The firm manages assets totaling $1.3 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, and portfolio management for institutional clients. The fee structure at Financial Security Advisory Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Security Advisory Inc Brokerage Details
$1,315,631,987
45
2,376
$553,717
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Glenn Schwalje Work History
Financial Security Management, Inc
Jackson National Life Distributors
Financial Security Advisory, Inc
Miac Capital Markets LLC
Oyster Consulting LLC
Milliman Investment Management Services LLC
Uhlmann Price Securities, LLC
Uhlmann Investment Management, LLC
Stone Wheel Inc
Realto Securities, LLC
World Equity Group, Inc
Mps Loria Financial Planners LLC
Loria Financial Group LLC
Disclosures
Please visit the SEC profile of Glenn Schwalje 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 Financial Security Advisory Inc
Darien, IL
Virginia Beach, VA
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Jupiter, FL
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Newport News, VA
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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