Glenn Keen
Glenn Keen is a CFP-designated registered investment advisor at The Strategic Financial Alliance, based in Alpharetta, GA, with 41 years of industry experience. Glenn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,463 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are negotiated between you and your advisor, subject to program maximums up to 2% annually. Third-party asset manager fees generally range from 0.10% to 2.50% annually.
Fee Estimator
Location
900 Abbey Ct., Alpharetta, GA, 30004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Glenn is the owner and sole proprietor of Keen & Company, an accounting and tax practice, since 1990. He dedicates more than full-time hours to this activity, with 130 hours during trading hours, providing accounting and tax preparation services for small businesses and individuals.
Employment History
Current Registrations
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Previous Registrations
Ifg Network Securities, INC.Broker
Vanguard CapitalBroker
First Affiliated Securities, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Lincoln National Pension Insurance CompanyBroker
State Registrations6 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.
Exams
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