JG
JG

John Glander

5 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,385 clients
Average Client Portfolio
$225K average
Assets Under Management
$310.9M

Fee Structure

Financial Planning:Included in AUM fee
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Location

3815 River Crossing Parkway, Suite 100, Indianapolis, IN, 46240

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History

Regulatory History (1)
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Judgment / Lien
May 2024
Other Business ActivitiesSells Insurance

John is a licensed insurance agent with Golden Reserve, LLC, selling commissionable insurance and annuity products. He dedicates full-time hours to this outside business, with a few hours per week during securities trading hours.

Employment History
Current Registrations
Golden Reserve Retirement, LLC
April 2025 - Present · 10 mos
Previous Registrations
LPL Enterprise, LLCBroker
November 2024 - April 2025 · 5 mos
LPL Enterprise, LLC
November 2024 - April 2025 · 5 mos
Prudential Financial Planning Services
July 2023 - November 2024 · 1 yr 4 mos
Pruco Securities, LLC.Broker
May 2023 - November 2024 · 1 yr 6 mos
Trustwealth Strategies, LLC
August 2021 - November 2021 · 3 mos
Northwestern Mutual Investment Services,llc
March 2020 - August 2021 · 1 yr 5 mos
Northwestern Mutual Investment Services, LLCBroker
March 2020 - August 2021 · 1 yr 5 mos
Charles Schwab & CO., INC.
April 2019 - March 2020 · 11 mos
Charles Schwab & CO., INC.Broker
February 2019 - March 2020 · 1 yr 1 mo
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.
John Glander - Financial Advisor | TrueAdvisor