Glenn Grosh
Glenn Grosh is a CFP-designated registered investment advisor at LPL Financial LLC, based in Colorado Springs, CO, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
5225 N. Academy Blvd, Ste 202, Colorado Springs, CO, 80918
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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.