Tamara
Glenn

Spc

CRD#4324857
Investment Advisor
in Ann Arbor, MI

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About this Advisor

Tamara Glenn is a financial advisor working out of Ann Arbor, Michigan, who has been in the industry for 10 years. Glenn is on the advisory team at Spc. The advisor has gained experience 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, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Michigan and Virginia. Spc is a registered investment business operating out of Ann Arbor, Michigan. The firm has offices in 453 locations and a total of 628 financial advisors. It handles $7 billion in assets across its 36,841 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 22 charitable organizations. Of its 36,841 client accounts, just 6% are associated with high-net-worth investors who have more than $1 million in investable assets. The company has 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. Fees charged by financial advisors largely vary depending on the services provided. However, fees billed by Spc may include 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

Yes

Office Location

300 Parkland Plaza
Ann Arbor, MI 48103

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Spc Brokerage Details

Total Assets Under Management

$6,859,365,285

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

628

MI Average: 21
Total Number of Accounts

36,841

MI Average: 1,586
Average Account Size

$186,188

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

Tamara Glenn Work History

Tamara has 10 years of experience.

2022 - Present (0 year)

Sigma Financial Corporation

2022 - Present (0 year)

Sigma Planning Corporation

2018 - Present (4 years)

Securian Advisors Of Great Lakes

2018 - Present (4 years)

Securian Financial Services Inc

2018 - Present (4 years)

Minnesota Life

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

Disclosures

Tamara Glenn has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

Scott Carlson
Noblesville, IN
Robert Lang
Lisle, IL
Charles Milliken
Ann Arbor, MI
Steven Kao
Austin, TX
Zachary Clark
Tecumseh, MI
Deron Shymkewich
Lisle, IL
Patrick Shope
Ann Arbor, MI
Johnny Morrison
Ann Arbor, MI

The content in this profile was updated by SmartAsset on 04/01/2022 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 profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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