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Glenn K. Hafstad
EXENCIAL WEALTH ADVISORS
Plano, TX 75024
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CRD#: 7821743
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Professional summary
Glenn Kyle Hafstad is a registered financial advisor currently at EXENCIAL WEALTH ADVISORS located in Plano, Texas.
Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Glenn has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Consultation - InKnowVision LLC - Not investment related. Consulting on estate, business, life insurance planning for clients that had existing relationships with InKnowVision when previous employer was there. Previously employed by InKnowVision from 2008 -2019. Devotes 3 hours or less per month to consulting. Life Insurance - Individual license. Not investment related. Nature of business individual life insurance sales. Licensed since 2015. Devotes 5 hours or less per month.
CRS (Client Relationship Summary) - RIA
Click below to view Glenn Kyle Hafstad's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 1, 2023 - Present
EXENCIAL WEALTH ADVISORS
Office #1: 5601 Granite Parkway Suite 305, Plano, TX 75024RIA
CRD#: 130475
Plano, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EXENCIAL WEALTH ADVISORS
BURNS ADVISORY GROUP | EXENCIAL WEALTH ADVISORS, LLC | EXENCIAL WEALTH ADVISORS | BURNS WEALTH MANAGEMENT, INC. | BURNS WEALTH MANAGEMENT INC. | BURNS ADVISORY GROUP/EXECUTIVE FINANCIAL GROUP
CRD#: 130475 / SEC#: 801-62789
RIA
Registered Investment Advisory firm - (2/9/2004 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(2/20/2025)
IAR
Florida(3/3/2025)
IAR
North Carolina(1/24/2024)
IAR
Oklahoma(11/1/2023)
IAR
Texas(11/1/2023)
Exams
Current Firm
EW
EXENCIAL WEALTH ADVISORS
BURNS ADVISORY GROUP | EXENCIAL WEALTH ADVISORS, LLC | EXENCIAL WEALTH ADVISORS | BURNS WEALTH MANAGEMENT, INC. | BURNS WEALTH MANAGEMENT INC. | BURNS ADVISORY GROUP/EXECUTIVE FINANCIAL GROUP
CRD#: 130475 / SEC#: 801-62789
RIA
Registered Investment Advisory firm - (2/9/2004 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9108 N. Kelley Avenue, Oklahoma City, OK 73131
Mailing Address
Phone number
(405) 478-1971
Established
Firm type
Fiscal year end
# of Employees
117
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,357 |
| AUM (Assets Under Management) | $ 5,301,377,514 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 | ||
| 08/27/2024 | ||
| 11/20/2023 |
Red Flags
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Company Information
EXENCIAL WEALTH ADVISORS
CRD#: 130475Plano, TX 75024TRUST BUT VERIFY
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