Glen Mishler
Glen Mishler is a registered investment advisor at Aurora Private Wealth, INC., based in Wichita, KS, with 38 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,843 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aurora Private Wealth's fees for investment management are typically based on a percentage of the assets they manage, ranging from 0.25% to 2.95% per year. The specific fee is determined by the advisor, considering factors like the complexity of your situation, the amount you invest, and the portfolio style. The fee is charged quarterly or monthly in advance, based on the market value of your investments. Fixed fees may be charged for model portfolio management, as negotiated on a case-by-case basis.
Location
8100 East 22nd Street, Bldg 100-8, Wichita, KS, 67226
Get directionsHistory
Regulatory History (2)
Regulatory
September 1990Criminal
December 1983Other Business ActivitiesSells Insurance
Glen manages client investment accounts and provides financial planning through Planned Professional Advisory, taking up most of his time. He also sells fixed insurance products and prepares tax returns through PPS, Inc., dedicating minimal time and about 10% of his time to these activities, respectively.
Employment History
Current Registrations
Aurora Private Wealth, INC.
Apw Capital, INC.Broker
Previous Registrations
National Planning CorporationBroker
Main Street Securities, LLCBroker
Nations Financial Group, INC.Broker
Diversified Global Capital Group, INC.Broker
Royal Alliance Associates, INC.Broker
Pim Financial Services, INC.Broker
Planned Professional Advisory
Planned Professional Advisory
Primeline Securities CORP.Broker
State Registrations1 state
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.