Advisor at VOYA Financial Advisors, 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.
Firm
VOYA Financial Advisors, Inc.
Location
Corpus Christi, TX 78410
Credentials
Series 63
Industry experience
40 years
Richard Glaser is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 40 years of industry experience. Prior to joining VOYA in 2014, he founded and continues to operate Glaser Financial. He is also the owner and proprietor of The Whitetail Hunting Lodge, a local hunting lodge in Corpus Christi, Texas. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer distribution model and an extensive affiliate ecosystem.
Based on VOYA Financial Advisors, Inc.
Based on VOYA Financial Advisors, Inc.
Financial planning or consulting services may be charged on a flat fee basis; seminar fees up to $500 per person or up to $10,000 fixed fee to corporate sponsors
$0 - $250,000: 2.75% $250,001 - $500,000: 2.75% $500,001 - $1,000,000: 2.50% $1,000,001 - $2,000,000: 2.35% $2,000,001 - $5,000,000: 2.10% $5,000,001 - $10,000,000: 2.05% $10,000,001+: 2.00%
Commission-based compensation for certain products offered through the firm’s role as broker-dealer
Financial planning or consulting services fees may be charged hourly; specific rates negotiated with client
Account minimum: $1,000 (generally for the Investor Channel Unified Managed Account Program); $5,000 minimum for Fidelity Program Fee-only: Fees generally range from 0.75% to 2.50% depending on third-party money manager selected, size, and services
13330 Leopard Ste 27
Corpus Christi, TX 78410
Texas
VOYA Financial Advisors
2014 - Present (12 years)
Glaser Financial
2011 - Present (15 years)
The Whitetail Hunting Lodge
1995 - Present (31 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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Robstown, TX
Rook Strategies Wealth Management, PLLC
Series 65
Corpus Christi, TX
Oak Tree Wealth Management
Series 63, Series 65
Corp Christi, TX
JMJRG, Inc. dba Strategic Wealth Management Group
Series 63, Series 65
Corpus Christi, TX
Springwater Advisors, LLC
Series 63, Series 65
Corpus Christi, TX
Oak Tree Wealth Management
Series 66
Corpus Christi, TX
Investment Strategies, L.L.C.
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