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Glenn Cunningham

Cunningham Wealth Management
26 Years of Experience
Broadview Heights, OH
Sells Insurance
View SEC Summary
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Glenn Cunningham is a registered investment advisor at Cunningham Wealth Management, based in Broadview Heights, OH, with 26 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Estate Planning, High Net Worth, and 5 more. Their firm serves 184 clients with $94M in assets under management.

Cunningham Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
184 clients
Average Client Portfolio
$512K average
Assets Under Management
$94.2M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual fees are typically no more than 1.5% of assets under management and are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

60 Eagle Valley Court, Broadview Heights, OH, 44147

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Glenn is a CPA and sells traditional life insurance and fixed annuities, as well as arranging life settlements for clients, dedicating minimal time to this. He also serves on the board of directors for Voss Industries and American Roll Formed Products, and is a trustee for Bellevuew United Selective Fund, Kraak Charitable Foundation, and Robert Birr Scholarship Foundation; Glenn is also involved in renting/leasing and/or managing commercial and/or residential real estate through Speakers Lane, LLC.

Employment History
Current Registrations
Cunningham Wealth Management
November 2008 - Present · 17 yrs 11 mos
Previous Registrations
Lincoln Financial Advisors Corporation
January 2000 - November 2008 · 8 yrs 10 mos
State Registrations2 states
OHSC
Advisor

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.
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