Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
35 advisors
Number of Clients
1,677 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$2.4B

Fee Structure

Financial Plan Fee:$500 - $100,000
Hourly Rate:$65 - $500/hr

Fees are negotiable and may vary. The maximum Program Fee charged by EPWP is 2.11%, including any Solicitor’s Fee. Direct Advisor Program fees can be flat fees (ranging from $500 to over $100,000), hourly rates ($65-$500 per hour), or a percentage of assets under management (0.10% - 1.50%). Clients may be billed directly or authorize EPWP to debit fees from their accounts. A $500 account closing fee may apply upon termination.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

605 Hwy 169 N, Suite 200, Plymouth, MN, 55441

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Glenn is the owner of Glenn J. Lempe, Inc., a business involved with fixed insurance and investments. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Elevation Point Wealth Partners, LLC
January 2024 - Present · 2 yrs
Previous Registrations
Innovation Partners LLC Broker
January 2024 - December 2024 · 11 mos
LPL Financial LLC
July 2006 - January 2024 · 17 yrs 6 mos
LPL Financial LLC Broker
July 2006 - January 2024 · 17 yrs 6 mos
Ameriprise Financial Services, INC. Broker
July 1991 - July 2006 · 15 yrs
Ids Life Insurance CompanyBroker
July 1991 - July 2006 · 15 yrs
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.
Glenn Joseph Lempe - Financial Advisor | AdvisorDiscover