Glenn Farkas
Glenn Farkas is a registered investment advisor at Avista Wealth Management, based in Northbrook, IL, with 23 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 60 clients with $32M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1363 Shermer Road, Suite 330, Northbrook, IL, 60062
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Glenn is the President and Portfolio Manager at Avista Financial Network, Inc., a firm focused on fixed insurance and asset management, since 2009. He dedicates nearly full-time hours to this role, overseeing all aspects of the business.
Employment History
Current Registrations
Avista Wealth Management
Previous Registrations
Innovation Partners LLCBroker
Innovation Partners LLCBroker
Emerson Equity LLCBroker
Longview Financial Group, INCBroker
Transamerica Financial Advisors, INC.
Intersecurities, INC.Broker
Orion Capital Management INC
Soleil Securities CorporationBroker
Credit Suisse First Boston
Credit Suisse First Boston LLCBroker
State Registrations2 states
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