Glen Kevin Sundberg
Investment adviser representative at LPL Financial LLC
39 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
39 years in the industry.
- LPL Financial LLCAug 2023 to now
- Woodbury Financial Services, Inc.Mar 2019 to Aug 2023
- Questar Capital CorporationDec 2006 to Mar 2019
- Questar Asset ManagementNov 2006 to Mar 2019
- Self-employed Insurance SalesMay 1987 to Aug 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2304142
- Firm CRD
- 6413