Kalamazoo, MI 5018 West Main Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
2
Of 22,716 advisors across 10,440 offices
Location
5018 West Main Street
Kalamazoo MI 49009
Advisors at this office
2
Advisors at this office
Jacqueline H
Series 66
Kalamazoo, MI
LPL Financial
Jacqueline Horan is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has previously worked at CUSO Financial Services, Consumers Credit Union, and other organizations. Horan also maintains a role as a notary with Consumers Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple investment strategies.
Glen K
Series 63, Series 65
Kalamazoo, MI
LPL Financial
Glen Kellam is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at CUSO Financial Services and Consumers Credit Union for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, retirement plan consulting, and utilizes research from LPL Research and third-party subadvisors.
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