GM
GM

Glenn W. Mosseller

13 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,302,710 clients
Average Client Portfolio
$213.393 average
Assets Under Management
$278.0M

Fee Structure

Financial Planning:Investment management only
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Location

11726 Seven Gables Rd, Symmes Township, Cincinnati, OH, 45249

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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 is the President/Managing Member of Roadmap Financial Consulting, LLC, a full-service financial services and business consulting firm and independent insurance agency, spending about half his time managing the business and meeting with clients. He also manages Roadmap Property And Casualty Insurance Services, LLC, an independent property & casualty insurance agency, dedicating minimal time to this.

Employment History
Current Registrations
Horter Investment Management, LLC
February 2014 - Present · 12 yrs
Previous Registrations
Jg Financial Consulting
February 2012 - January 2014 · 1 yr 11 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.
Glenn W. Mosseller - Financial Advisor | TrueAdvisor