Glenn Helminiak is a CFP-designated registered investment advisor at Edward Jones, based in Stevens Point, WI, with 25 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
3700 Water St, Stevens Point, WI, 54481
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Glenn owns an Edward Jones branch office in Stevens Point, WI, since 2018 and owns the building. He spends about a quarter of his time on this, including time maintaining the property.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations13 states
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