DG
CFP
DG
CFP

Darin Glanzer

27 Years of Experience
Brandon, SD
1 DisclosureBrokerSells Insurance

Darin Glanzer is a CFP-designated registered investment advisor at Focus Financial, based in Brandon, SD, with 27 years of industry experience. Darin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Retirement Planning, Tax Planning. Their firm serves 14,027 clients with $6.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
119 advisors
Number of Clients
14,027 clients
Average Client Portfolio
$446K average
Assets Under Management
$6.3B

Fee Structure

Focus Financial Network offers personalized investment management services where advisors manage your investments based on your individual needs. Fees are typically charged quarterly, in advance, based on the value of your portfolio. The fee percentage is determined by your advisor and depends on factors like the type of service, account size, and complexity. FFN offers flat, linear, and tiered fee schedules. With a flat fee, your entire portfolio is billed at one percentage rate. With a linear fee schedule, the fee percentage decreases at intervals as your account value grows, and the resulting fee percentage is applied to the entire balance. With a tiered fee schedule, the asset values fall within separate tiers, and the corresponding decreasing percentage is applied to each tier.

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Location

Brandon, SD

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History

Regulatory History (1)
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Criminal
January 2010
Final Disposition
Other Business ActivitiesSells Insurance

Darin spends most of his time (65%) on his investment advisor business with Focus Financial Network, Inc. He also reviews insurance needs and products as a Statutory Agent for Focus Financial Network, Inc., dedicating about a third of his time to this role, and is a minority owner in JDG Properties, LLC, an LLC that invests in real estate, spending minimal time on this. Darin also serves on committees for the University of Northwestern-St. Paul and its foundation, spending minimal time on each.

Employment History
Current Registrations
Focus Financial
January 2005 - Present · 21 yrs 4 mos
Osaic Wealth, INC.Broker
September 2002 - Present · 23 yrs 8 mos
Previous Registrations
Waddell & Reed, INC.
October 1998 - September 2002 · 3 yrs 11 mos
Waddell & Reed, INC.Broker
August 1998 - September 2002 · 4 yrs 1 mo
State Registrations20 states
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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.