Glenn
Schwalje

Financial Security Advisory Inc

CRD#2441501
Investment Advisor
in Darien, IL

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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

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Darien, IL

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Financial Security Advisory Inc Brokerage Details

Total Assets Under Management

$1,315,631,987

IL Average: $1,835,309,194
Total Number of Employees

45

IL Average: 32
Total Number of Accounts

2,376

IL Average: 1,458
Average Account Size

$553,717

IL Average: $1,258,785

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

2024 - Present (0 year)

Financial Security Management, Inc

2024 - Present (0 year)

Jackson National Life Distributors

2024 - Present (0 year)

Financial Security Advisory, Inc

2023 - Present (1 year)

Miac Capital Markets LLC

2022 - Present (2 years)

Oyster Consulting LLC

2022 - Present (2 years)

Milliman Investment Management Services LLC

2022 - 2023 (1 year)

Uhlmann Price Securities, LLC

2022 - 2023 (1 year)

Uhlmann Investment Management, LLC

2022 - 2022 (< 1 year)

Stone Wheel Inc

2022 - 2023 (1 year)

Realto Securities, LLC

2018 - 2021 (3 years)

World Equity Group, Inc

2013 - 2016 (3 years)

Mps Loria Financial Planners LLC

2013 - 2016 (3 years)

Loria Financial Group LLC

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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

Susan Shum
Virginia Beach, VA
Tyler Neese
Virginia Beach, VA
John Ainlay
Jupiter, FL
Glenn Schwalje
Darien, IL
Matthew Farrell
Virginia Beach, VA
Alana Ripley
Virginia Beach, VA
Alison Rodriguez
Virginia Beach, VA
Kevin Joyce
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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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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