GK
GK

Glenn Kubiak

31 Years of Experience
Orland Park, IL
Broker

Glenn Kubiak is a registered investment advisor at Cetera Investment Advisers LLC, based in Orland Park, IL, with 31 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

14548 John Humphrey Drive, Orland Park, IL, 60462

Get directions

History

Regulatory History
Clean regulatory record

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 president/owner of Kubiak & Kubiak, LTD, a CPA tax and bookkeeping compilation firm, dedicating nearly full-time hours. He also owns rental real estate and Kubiak Wealth Management, a financial services business, dedicating full-time hours to the latter.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2022 - Present · 3 yrs 9 mos
Cetera Financial Specialists LLC
October 1995 - Present · 30 yrs 7 mos
Cetera Financial Specialists LLCBroker
October 1995 - Present · 30 yrs 7 mos
Previous Registrations
Waddell & Reed, INC.Broker
October 1987 - December 1988 · 1 yr 2 mos
American Express Financial Advisors INC.Broker
December 1986 - February 1987 · 2 mos
State Registrations10 states
AZCOFLILINMINVOHTNWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Glenn Kubiak - Financial Advisor | TrueAdvisor