GI
CFP
GI
CFP

Glenn Israel

21 Years of Experience
Munster, IN
Broker

Glenn Israel is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Munster, IN, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

9410 Calumet Ave Ste 403, Munster, IN, 46321

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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 Activities

Glenn is a branch owner and independent contractor for GFI Wealth Partners since 2022, dedicating minimal time. He also owns JackWillJo Enterprises LLC, a real estate holding company, and spends minimal time on this activity as well.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2022 - Present · 4 yrs 1 mo
Raymond James Financial Services, INC.Broker
June 2022 - Present · 4 yrs 1 mo
Previous Registrations
Edward Jones
June 2009 - June 2022 · 13 yrs
Edward JonesBroker
June 2009 - June 2022 · 13 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2005 - May 2009 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2004 - May 2009 · 4 yrs 11 mos
State Registrations27 states
ARAZCACOCTFLGAHIIAILINKYMIMONCNJNMOHOKORSCTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.