Glen Richardson Email and Phone Number

Glen Richardson has been helping people create more secure financial futures since 1986. “I am dedicated to providing the best in advice, service and education." My mission is to empower my clients to make informed decisions to achieve the financial success that will bring security, confidence and peace of mind to every aspect of their life.”Glen draws upon extensive education and over 25 years of professional investment experience to help his clients. He attended Brigham Young University on a football scholarship and earned a Bachelor of Science in Business Administration with a major in Industrial Management. He began his career with an international manufacturer of construction and mining equipment where he became the National Field Sales Manager of the Construction Machinery Division.Prior to opening his own firm, Glen spent 16 years at Shearson Lehman, Morgan Stanley, and Wells Fargo Van Kasper developing conservative investment strategies for high-net-worth families, professionals and small-business owners. While at Morgan Stanley he was appointed Associate VP Investments and, he earned the company’s designation of Retirement Plan Specialist (RPS), which required advanced training in retirement planning issues.In addition to experience and education, Glen brings to clients his status as an independent financial advisor with no parent company pressuring him to push in-house products that may not be suitable for a client. Nor is he limited to just one company’s financial products: he is free to search the marketplace for whatever best suits each client’s unique needs. Through Money Concepts he represents over 25 thousand financial products from over 300 companies on a completely non-propriety basis.Due to his services, Glen has built a loyal following of clients. His practice continues to flourish thanks to clients recommending him to friends, family members and business associates.

Registered Financial Representative

Recruited from college as a manufacturer rep where I sold constriction and mining equipment to independently owned distributors who in turn sold it to end users. My final position was the National Field Sales Manager with responsibilities for all company own field stores and 25 field sales reps.