Unclaimed Profile

Gary Steven Glanz

NORTHSTAR FINANCIAL PLANNERS, INC.·PLANTATION, Florida

Series 6, Series 7, Series 66Clean record25 years registeredNORTHSTAR FINANCIAL PLANNERS, INC.

1250 S. PINE ISLAND ROAD, PLANTATION, FL 33324CRD# 2694916Firm CRD# 131507

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gary Steven Glanz · PLANTATION, FL

Registration

CRD #2694916 · NORTHSTAR FINANCIAL PLANNERS, INC. · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NORTHSTAR FINANCIAL PLANNERS, INC.

NORTHSTAR FINANCIAL PLANNERS, INC.

Jul 2004 – Dec 2025

PLANTATION, FL

LINCOLN FINANCIAL ADVISORS CORPORATION

Sep 2000 – Dec 2002

DEERFIELD BEACH, FL

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 66

Registration record

First registered · September 1, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTHSTAR FINANCIAL PLANNERS, INC.

CRD 131507 · SEC 801-79605

AUM

$250M

Regulatory assets under management

Employees

905 client accounts

Services offered by NORTHSTAR FINANCIAL PLANNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at NORTHSTAR FINANCIAL PLANNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Gary Steven Glanz offer?

Gary Steven Glanz specializes in Financial Planning, Investment Management.

What are Gary Steven Glanz's credentials?

Gary Steven Glanz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Steven Glanz located?

Gary Steven Glanz is based in PLANTATION, Florida, last registered with NORTHSTAR FINANCIAL PLANNERS, INC..

How does Gary Steven Glanz charge for services?

Gary Steven Glanz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTHSTAR FINANCIAL PLANNERS, INC.?

NORTHSTAR FINANCIAL PLANNERS, INC. has approximately 8 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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