Glen Calkins is a registered investment advisor at Ketron Financial LLC, based in Novato, CA, with 27 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 262 clients with $380M 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 | 1.30% |
Fees are negotiable.
Fee Estimator
Location
1500 Grant Ave Ste 238, Novato, CA, 94945
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Regulatory History
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
Glen is an Investment Advisor Representative (IAR) working as a contractor for Ketron Financial, LLC, focusing on portfolio management. This role takes Glen nearly full-time hours, with a significant portion dedicated to trading.
Employment History
Current Registrations
Ketron Financial LLC
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
Protected Investors of America
Protected Investors of AmericaBroker
State Registrations1 state
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.