Kyle
Glaab

Spc

CRD#5795375
Investment Advisor
in New Boston, MI

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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

Series 66

Years of Experience

10 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

37229 Huron River Drive
New Boston, MI 48164

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Spc Brokerage Details

Total Assets Under Management

$4,557,672,608

MI Average: $943,424,332
Total Number of Employees

705

MI Average: 21
Total Number of Accounts

25,865

MI Average: 1,586
Average Account Size

$176,210

MI Average: $594,845

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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
  • Other

Kyle Glaab Work History

Kyle has 10 years of experience.

2010 - Present (12 years)

Sigma Financial Corporation

2010 - Present (12 years)

Creative Ins. Planning

Disclosures

Kyle Glaab has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

James Pihaly
Rockford, IL
Wendy Kouvaras
Brunswick, OH
Jesse Howie
West Des Moines, IA
Richard Taden
Rockford, IL
Brandon Konda
Irvine, CA
Craig Freund
Lisle, IL
Charles Jaquess
Allen, TX
Mark Steinman
Ann Arbor, MI

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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