Larry Jay Glanz

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 04/2015 → 03/2020
  Ameriprise Financial Services, Inc.
  Farmington Hills, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Farmington Hills, MI

Previous Registrations

• 2010-02-08 → 2015-04-13
  Equitable Advisors, Llc
  New York, NY
  Farmington, MI
  Farmington, MI

Other Businesses

Real Estate Ownership; Single Family; 302 ClintonCharlevoix, MI 49720, ,; Not Investment-Related; 05/01/1983 / Single Family; 03380 Chula Vista Dr, , East Jordan, MI, 49797; Investment-Related; 05/15/2025. Independent Insurance Brokering; OneAmerica - State Life Insurance company; 07/01/2012; / Principal Life Insurance Company; 03/16/2000; / Protective Life Insurance Company; 10/08/2010; / Massachusetts Mutual Life Insurance; 04/01/2002; / Metropolitan Life Insurance Company; 01/15/2009; / Banner Life Insurance Company; 09/02/2010; / ING Life Insurance and Annuity Company; 12/08/2005; / ReliaStar Life Insurance Company; 09/16/2013; / National Life Insurance Company; 04/01/2013; / Valley Forge Life Insurance; 12/27/2001; / American General Life Insurance; 01/30/2004; / Guardian Life; 01/01/1999; / Transamerica Life Insurance Company; 04/01/2004; / North American Company for Life and Health Insurance; 06/12/2001; / John Hancock Life Insurance Company; 05/08/2001; / UNUM/Provident; 01/01/2001; / Berkshire Life; 01/01/2001; / American National; 01/01/2000; / SunLife; 01/01/2009; / American Equity; 01/01/2010; / Athene; 11/12/2010; / Equitable; 03/01/2025; Term Life, Universal Life. Business Ownership; Cozy Clinton Cottage LLC; ; Rental property; 302 ClintonCharlevoix, MI 49720, ,; Not Investment-Related; 05/24/2011; 10 to 19 hours per month; 0 during trading hours. Other Business Activities; West Oakland Small Practitioners Monthly Educational Meeting; monthly meeting group for 20-100 CPA's to earn continuing education credits; 28600 W. Eleven Mile Rd.Farmington Hills, MI 48336, ,; ; 01/01/1999; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-17
• S63 Uniform Securities Agent State Law Examination
  1995-04-07