Tom Glandt
Tom Glandt is a registered investment advisor at Newedge Advisors, based in Valley City, ND, with 26 years of industry experience. Tom operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
240 3rd St Nw, Valley City, ND, 58072
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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 ActivitiesSells Insurance
Tom is involved in several investment-related activities, including fixed insurance sales through various entities and providing investment advisory services through GWM Advisors, LLC/NewEdge Advisors, taking up a full-time commitment. He also serves as a board member for Valley City Town and Country Club and owns rental real estate.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Park Avenue Securities LLCBroker
State Registrations20 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.