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Jeffrey Scott Obrien

GLENFINNEN CAPITAL LLC·FORT WAYNE, Indiana
Clean recordGLENFINNEN CAPITAL LLC
9602 COLDWATER ROAD, FORT WAYNE, IN 46825CRD# 1261594Firm CRD# 159897

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Scott Obrien · FORT WAYNE, IN
Registration
CRD #1261594 · GLENFINNEN CAPITAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Scott Obrien is a registered financial advisor based in FORT WAYNE, Indiana, affiliated with GLENFINNEN CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
GLENFINNEN CAPITAL LLC
GLENFINNEN CAPITAL LLC
AUM
$37M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at GLENFINNEN CAPITAL LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1261594
Firm CRD# 159897
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Scott Obrien offer?
Jeffrey Scott Obrien specializes in Investment Management, Retirement Planning. Contact their office in FORT WAYNE, Indiana for a consultation.
What are Jeffrey Scott Obrien's credentials?
Jeffrey Scott Obrien is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Scott Obrien located?
Jeffrey Scott Obrien is based in FORT WAYNE, Indiana, working with GLENFINNEN CAPITAL LLC. Their office serves clients in the FORT WAYNE metropolitan area and surrounding communities.
How does Jeffrey Scott Obrien charge for services?
Jeffrey Scott Obrien's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GLENFINNEN CAPITAL LLC?
GLENFINNEN CAPITAL LLC has approximately 2 employees and manages $37M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GLENFINNEN CAPITAL LLC

Daniel Mark Lancz
FORT WAYNE, IN

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Research
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