Glenn Alan Rosen

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2022 → Present
  Creative Planning, Llc
  Macon, GA
• 04/2004 → 05/2022
  Rosen Capital Management
  Macon, GA

Previous Registrations

• 2003-05-15 → 2022-08-26
  Rosen Capital Management Holdings, Llc
  Macon, GA
• 2003-03-14 → 2003-04-24
  Lpl Financial Llc
  Macon, GA

Other Businesses

INDEPENDENT INSURANCE BROKER/MACON GA/FIXED PRODUCTS/APPROVED 1-6-2003; 10 HRS/MONTH; 1 HR/MO DURING SECURITY TRADING HOURS; SERVICING EXISTING CLIENTS; ROSEN CAPITAL MANAGEMENT HOLDINGS, LLC, 119 CALLOWAY DR MACON GA 31204, REAL ESTATE HOLDING CO, MANAGER, COLLECT RENTS, PAY BILLS,START: 11/10/2005, HRS/MO: 4, SEC HRS/MO: 0; ASPEN SUMMIT, LLC, INVESTMENT RELATED: YES, 119 CALLOWAY DR MACON GA 31204, REAL ESTATE HOLDING CO,PARTNER, BILL PAYING, START: 11/10/2005, HRS/MO: 2, SEC HRS/MO: 0. TRUSTEE OF ILIT FOR CLIENT; NO DUTIES AT THIS TIME (PLAN TO GET REMOVED)

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-27
• S63 Uniform Securities Agent State Law Examination
  1989-07-07

Designations

• Certified Financial Planner
• Chartered Financial Consultant