GT
GT

Glenn Taylor

12 Years of Experience
Louisville, KY
Broker

Glenn Taylor is a registered investment advisor at Ameriprise Financial Services, LLC, based in Louisville, KY, with 12 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

Loading...

Location

1349 Bardstown Rd, Louisville, KY, 40204

Get directions

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.

Learn about disclosures →
Other Business Activities

Glenn has several outside employment activities, including "This That & The Other", Centerplate, Rocket Man, Ultimate Concessions, and working as an independent contractor. He spends minimal time (1-9 hours per month) on each of these activities, none of which are investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2020 - Present · 5 yrs 10 mos
Ameriprise Financial Services, LLCBroker
July 2020 - Present · 5 yrs 10 mos
Ameriprise Financial Services, LLC
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
August 2017 - June 2020 · 2 yrs 10 mos
Ameriprise Financial Services, LLC.
August 2017 - June 2020 · 2 yrs 10 mos
Ameriprise Financial Services, INC.
July 2015 - August 2017 · 2 yrs 1 mo
Ameriprise Financial Services, INC.Broker
July 2015 - August 2017 · 2 yrs 1 mo
Prudential Financial Planning Services
March 2015 - July 2015 · 4 mos
Pruco Securities, LLC.Broker
November 2013 - July 2015 · 1 yr 8 mos
State Registrations9 states
FLGAINKYOHSCTXVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Glenn Taylor - Financial Advisor | TrueAdvisor