GH
CFP
GH
CFP

Glenn Kyle Hafstad

2 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
3,215 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$5.3B

Fee Structure

Minimum Investment:$250K
Minimum Annual Fee:$2,500
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Location

9108 N. Kelley Avenue, Oklahoma City, OK, 73131

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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 ActivitiesSells Insurance

Glenn consults on estate, business, and life insurance planning for InKnowVision LLC, dedicating minimal time. He also has an individual life insurance license and spends minimal time on life insurance sales.

Employment History
Current Registrations
Exencial Wealth Advisors
November 2023 - Present · 2 yrs 3 mos
State Registrations5 states
CAFLNCOKTX
Advisor
Exams
No exam information available for this advisor.