Glenn Grosh
Glenn Grosh is a CFP-designated registered investment advisor at LPL Financial LLC, based in Colorado Springs, CO, with 31 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
5225 N. Academy Blvd, Ste 202, Colorado Springs, CO, 80918
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2010Other Business ActivitiesSells Insurance
Glenn is the president of Grosh Financial Services, a business entity for tax/investment purposes, dedicating about 10-20% of his time. He also posts original music compositions online and manages real estate rentals, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Aig Financial Advisors, INC.Broker
Aig Financial Advisors, INC.
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
State Registrations21 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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