About this Advisor
Kyle Glaab is a financial advisor whose office is in New Boston, Michigan. Currently an investment advisor at Spc, they have accumulated 10 years of experience as an investment advisor. Glaab holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Glaab is registered to advise clients based out of Michigan, Missouri, Ohio and Virginia. Glaab has gained experience at Sigma Financial Corporation and Creative Ins. Planning. Spc is headquartered in New Boston, Michigan, and has 464 locations in the nation. Overall, Spc oversees $5 billion in assets throughout 25,865 client accounts and employs more than 705 people. The amount of assets the firm manages makes it one of the biggest firms in the United States. The firm manages 25,860 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 9% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Spc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Spc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kyle Glaab Work History
Kyle has 10 years of experience.
Sigma Financial Corporation
Creative Ins. Planning
Kyle Glaab has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Spc
West Des Moines, IA
Ann Arbor, MI
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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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.