Glenn Steinke
Advisor at GS Investment Inc
Updated today
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.
Firm
GS Investment Inc
Location
Eagan, MN 55121
Credentials
CFA®, Series 63
Industry experience
7 years
About
Glenn Steinke is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at GS Investment Inc. He has been with GS Investments, Inc. since 1992. GS Investments manages fully discretionary separate accounts and offers financial planning for individuals, closely held businesses, trusts, retirement plans, corporate pension and profit-sharing plans, and foundations and endowments. The firm serves both individual and high-net-worth clients, constructing tailored investment programs using fundamental analysis and a long-term, buy-and-hold approach.
Expertise
Based on GS Investment Inc
Concentrated stock management
Active portfolio management
Tax-loss harvesting
Real estate investing
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 0.75% $5,000,000+: Negotiable
Account minimum: $500,000 Minimum fee: Financial planning fee: 0.1% of account value or $500 minimum Fee-only: Asset management and financial planning fees charged quarterly in arrears, automatically deducted from client accounts. Fees are negotiable.
Location
860 Blue Gentian Road, Suite 200
Eagan, MN 55121
Most active in
Glenn S has reported serving >5 clients in these states in the last 12 months.
Minnesota
Work history
GS Investments, Inc.
1992 - Present (34 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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