Dennis Glover
Dennis Glover is a registered investment advisor at Creativeone Securities, LLC, based in La Crosse, WI, with 2 years of industry experience. Dennis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 12,485 clients with $2.5B 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 | 2.50% |
Fees vary by program. CreativeOne Wealth Platform charges 0.55% to 2.5% annually. Client Choice charges up to 2.0% annually. Third-party manager programs range from 0.50% to 2.5% total, with CreativeOne Securities receiving 0.50% to 1.50%.
Fee Estimator
Location
1231 Hagar St, Suite 2, La Crosse, WI, 54601
Get directionsHistory
Regulatory History (1)
Criminal
August 2021Other Business ActivitiesSells Insurance
Dennis is a sales representative for Rundahl Financial Services, selling fixed and indexed insurance and annuity products, dedicating nearly full-time hours to this role. He also serves as Vice President/COO for the Twenty-First Century African Youth Movement, a non-profit, spending a few hours per week.
Employment History
Current Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
State Registrations2 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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