Glen
Rolofson
Compass Investments LLC
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About this Advisor
Glen Rolofson is a financial advisor working out of Williamsport, Pennsylvania with 15 years of industry experience. Rolofson is an employee of Compass Investments LLC. They have worked at Compass Investments Llc for the entirety of their career. Rolofson has a Series 63 license, designating them as a securities agent, and can serve investors in Rhode Island. Compass Investments LLC is a company with a branch in Williamsport, Pennsylvania. It has offices in four locations and just five employees. It administers $75 million in total assets among its 393 customer accounts, placing it among the smaller firms in the nation by assets under management. Of its 393 accounts, just 9% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules typically are based on which services the firm provides the client. Fees billed by Compass Investments LLC can include any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Compass Investments LLC Brokerage Details
$74,891,430
5
393
$190,563
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Glen Rolofson Work History
Glen has been registered as a financial advisor for 15 years.*
Compass Investments LLC
*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 Glen Rolofson 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 Compass Investments LLC
Williamsport, PA
Williamsport, PA
Williamsport, PA
Williamsport, PA
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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