Abraham Glaser
Abraham Glaser is a registered investment advisor at Gladstone Wealth Partners, based in Omaha, NE, with 23 years of industry experience. Abraham is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 8,385 clients with $5.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum investment management fee is 2.00% of assets under management. Fees are negotiable and may vary based on account size, complexity, and scope of services.
Fee Estimator
Location
12801 Pierce St, #100, Omaha, NE, 68144
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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
Abraham is affiliated with several investment-related entities, including Silverleaf Wealth Management, Silverleaf Advisor Group LLC, EMG3 Financial Services, Gladstone Institutional Advisory, and LPL Financial. He also works with insurance companies like AIG, Symetra, John Hancock, Forethought Life, Nationwide, and Jackson National, dedicating a few hours per week to non-variable insurance products.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Silverleaf Advisor Group, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Keel Point, LLC
Keel Point Capital, LLCBroker
Umb Financial Services, INC.Broker
Umb Financial Services, INC.
Country Club Financial Services, INC.
Country Club Financial Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 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.
Exams
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