GW
GW
Glenn Woolschlager
37 Years of Experience
Gaithersburg, MD
2 DisclosuresBroker
Glenn Woolschlager is a registered investment advisor at Wells Fargo Advisors, based in Gaithersburg, MD, with 37 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
Loading...
Location
607 N Frederick Ave, Gaithersburg, MD, 20879
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2015Denied
Customer Dispute
April 2010Settled
Employment History
Current Registrations
Wells Fargo Advisors
May 2009 - Present · 17 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
May 2009 - Present · 17 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
July 2001 - June 2009 · 7 yrs 11 mos
UBS Financial Services INC.Broker
July 2001 - June 2009 · 7 yrs 11 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
December 2000 - July 2001 · 7 mos
Credit Suisse First Boston CorporationBroker
November 1999 - February 2001 · 1 yr 3 mos
Bt Alex. Brown IncorporatedBroker
September 1997 - December 1999 · 2 yrs 3 mos
Alex. Brown & Sons IncorporatedBroker
November 1995 - September 1997 · 1 yr 10 mos
Smith Barney INC.Broker
July 1993 - November 1995 · 2 yrs 4 mos
Lehman Brothers INC.Broker
November 1989 - July 1993 · 3 yrs 8 mos
Johnston, Lemon & CO. IncorporatedBroker
August 1988 - November 1989 · 1 yr 3 mos
Hibbard Brown & CO., INC.Broker
May 1988 - July 1988 · 2 mos
Sherwood Capital, INC.Broker
February 1988 - May 1988 · 3 mos
State Registrations29 states
ALARAZCACOCTDCDEFLGAHIIDMAMDMIMONCNJNVORPASCSDTXVAWAWIWVWY
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.