GLOBE FINANCIAL CORPORATION

GLOBE WEALTH ADVISORS
DEERFIELD, Illinois·6 registered advisors·CRD# 148922
SEC# 801-69840847-267-0100
01

Firm Overview

AUM
$530M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment Management
04

Advisors at GLOBE FINANCIAL CORPORATION

6 registered advisors
Bert A Getz
DEERFIELD, Illinois
Daniel Ron Palmquist
DEERFIELD, Illinois
George Getz
DEERFIELD, Illinois
James L Johnson
DEERFIELD, Illinois
Katherine Mahalick Buehler
DEERFIELD, Illinois
Michael Jeffrey Olsen
DEERFIELD, Illinois
05

Office Locations

DEERFIELD, Illinois
6 advisors

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Data sourced from SEC Form ADV filings. GLOBE FINANCIAL CORPORATION (CRD# 148922) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.