Tamara
Glenn

Spc

CRD#4324857
Investment Advisor
in Ann Arbor, MI

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About this Advisor

Tamara Glenn is a financial advisor based out of Ann Arbor, Michigan with a total of 1 year of industry experience. Glenn is currently employed by Spc. During their career, the advisor has held roles at Flagstar Bank, Iberia Bank, Infinex Investments, Inc, Fifth Third Securities, Inc, Sigma Financial Corporation, Sigma Planning Corporation, Securian Advisors Of Great Lakes, Securian Financial Services Inc and Minnesota Life. Glenn has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Michigan. Spc is an advisory company based out of Ann Arbor, MI. The investment advisory business has offices in 426 locations and a total of 610 advisors. It oversees $6 billion in assets between its 34,594 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 20 charitable organizations. Of its 34,594 customer accounts, just 8% are held by high-net-worth individuals who have at least $1 million in assets. The business performs a number of services, including 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. A financial advisor's fees depend on which services the firm provides the client. However, fee types billed by Spc likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Office Location

300 Parkland Plaza
Ann Arbor, MI 48103

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Spc Brokerage Details

Total Assets Under Management

$5,964,256,852

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

610

MI Average: 21
Total Number of Accounts

34,594

MI Average: 1,586
Average Account Size

$172,407

MI Average: $594,845

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

Tamara Glenn Work History

Tamara has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Sigma Financial Corporation

2022 - Present (2 years)

Sigma Planning Corporation

2018 - Present (6 years)

Minnesota Life

2018 - 2022 (4 years)

Securian Advisors Of Great Lakes

2018 - 2022 (4 years)

Securian Financial Services Inc

2017 - 2018 (1 year)

Fifth Third Securities, Inc

2016 - 2017 (1 year)

Infinex Investments, Inc

2015 - 2017 (2 years)

Iberia Bank

2012 - 2015 (3 years)

Flagstar Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Tamara Glenn 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 Spc

Mark Sumner
Ann Arbor, MI
Kimberly Jones
Ann Arbor, MI
Justin Mccolaugh
Cincinnati, OH
Colin Cohen
Ann Arbor, MI
Craig Johnson
Ann Arbor, MI
Michael Barrella
Melbourne, FL
Steven Abbey
Dallas, TX
Edward Murray
Ann Arbor, MI

The content in this profile was updated by SmartAsset on 4/16/2023. 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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