John Glowka
John Glowka is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Berlin, CT, with 41 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
848 Farmington Ave., Suite 6, Berlin, CT, 06037
Get directionsHistory
Regulatory History (3)
Judgment / Lien
June 2025Judgment / Lien
December 2024Financial
August 2019Other Business ActivitiesSells Insurance
John is an independent insurance agent for various companies since 1981, dedicating minimal time to this. He is also an advisory representative of a RIA, CIRA, spending about half his time managing client assets or preparing financial plans. Finally, John owns JL Glowka Wealth LLC, spending full-time hours on it and a few hours per week trading.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities Corporation
Invest Financial Corporation
Invest Financial CorporationBroker
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
Securities America, INC.Broker
Triad Advisors, INC.Broker
Washington Square Securities, INC.Broker
Main Street Management CompanyBroker
United Securities Group, INC.Broker
Nutmeg Securities, LTD.Broker
Compulife Investor Services, INC.Broker
Guardian Investor Services CorporationBroker
Pw Securities, INC.Broker
Advantage Capital CorporationBroker
Cambridge-Newport Company (the)Broker
Sun Investment Services CompanyBroker
Pruco Securities CorporationBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.