Todd Glick
Investment adviser representative at Greenberg Financial Group
11 yearsExperience
1 stateRegistered in
$406.9MFirm assets
36 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 assetsFixed 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
11 years in the industry.
- Greenberg Financial GroupJun 2022 to now
- Northwestern Mutual Investment Services LLCMar 2022 to Jun 2022
- Northwestern Mutual Life Insurance CompanyOct 2021 to Feb 2022
- Arizona State UniversityAug 2019 to Oct 2021
- Troon Country ClubMar 2018 to Sep 2021
- El Conquistador GolfMar 2018 to Jun 2019
- StudentAug 2011 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Greenberg Financial Group
$406.9MAssets managed
804Clients
6Advisers
36 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
- 7444696
- Firm CRD
- 38747