SG
SG
Sharon Gleckner
44 Years of Experience
Marlton, NJ
1 DisclosureBroker
Sharon Gleckner is a registered investment advisor at Wells Fargo Advisors, based in Marlton, NJ, with 44 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
7000 Lincoln Dr E Ste 301, Marlton, NJ, 08053
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2010Settled
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
March 2009 - Present · 17 yrs 2 mos
Wells Fargo Advisors
March 2009 - Present · 17 yrs 2 mos
Previous Registrations
UBS Financial Services INC.Broker
June 2004 - March 2009 · 4 yrs 9 mos
UBS Financial Services INC.
June 2004 - March 2009 · 4 yrs 9 mos
PNC Investments
January 2004 - June 2004 · 5 mos
PNC InvestmentsBroker
January 2004 - June 2004 · 5 mos
Hilliard Lyons Asset Management
June 2003 - January 2004 · 7 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
June 2002 - January 2004 · 1 yr 7 mos
PNC Brokerage CORPBroker
February 1997 - June 2002 · 5 yrs 4 mos
Painewebber IncorporatedBroker
November 1994 - February 1997 · 2 yrs 3 mos
Westfield Financial CorporationBroker
August 1994 - September 1994 · 1 mo
Hibbard Brown & CO., INC.Broker
May 1988 - August 1994 · 6 yrs 3 mos
Sherwood Capital, INC.Broker
February 1987 - May 1988 · 1 yr 3 mos
First Jersey Securities, INC.Broker
May 1984 - February 1987 · 2 yrs 9 mos
Butcher & Singer INC.Broker
July 1981 - December 1983 · 2 yrs 5 mos
State Registrations26 states
AZCACOCTDEFLINKYMAMDMOMSNCNHNJNVNYOHOKORPASCTXVAWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.