Glen Mishler
Advisor at Aurora Private Wealth, INC.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Aurora Private Wealth, INC.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Wichita, KS 67226
Credentials
Series 63
Industry experience
39 years
Glen Mishler is a financial advisor with Aurora Private Wealth, Inc. based in Wichita, KS, holding a Series 63 designation and 38 years of industry experience. He has worked at Comprehensive Asset Management & Servicing, Inc. since 2010 and has been involved with Planned Professional Advisory and Planned Professional Services, Inc. since 1990. Outside of advising, he owns a tax preparation business and sells fixed insurance products. Aurora Private Wealth, Inc. provides financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, independent manager selection, and retirement plan consulting through a network of supervised investment adviser representatives who tailor strategies to client objectives.
Based on Aurora Private Wealth, INC.
Based on Aurora Private Wealth, INC.
Fixed fees for financial planning and consulting services range from $500 to $15,000; fixed fees for retirement plan consulting range from $1,000 to $15,000; fixed fees for model portfolio management services negotiated case-by-case
0.25% to 2.95% annually (negotiable and tiered by IAR discretion)
Commissions on purchase and sale of securities through APW Capital, an affiliated broker-dealer; commissions on insurance products through affiliated insurance agency
Hourly fees for financial planning and consulting range from $50 to $800 per hour; hourly fees for retirement plan consulting are negotiable
Minimum fee: Fixed fees for financial planning and consulting services range from $500 to $15,000; for retirement plan consulting services fixed fees range from $1,000 to $15,000 Fee-only: Fixed fees and/or hourly fees for financial planning, consulting, and retirement plan consulting services
8100 East 22 Nd Street, Bldg 100 8
Wichita, KS 67226
Kansas
Comprehensive Asset Management & Servicing, Inc.
2010 - Present (16 years)
Planned Professional Advisory
1990 - Present (36 years)
Planned Professional Services, Inc.
1990 - Present (36 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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