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Glen A. Thiessen

22221 NE 11th Pl
Sammamish, WA 98074-6887
(425) 868-7141
Services Offered:
Financial, Insurance
Glen A. Thiessen serves Flathead County, MT, Snohomish County, WA, King County, WA, Cascade County, MT, Pierce County, WA and more...
  • General Information
  • Licenses
  • General Information
  • Description
    About My Business
    As a Registered Representative with KMS Financial Services, Inc., I help people prioritize their goals, evaluate the feasibility of success, and then design and monitor plans that may more effectively or efficiently accomplish their goals.

    Securities and Investment Advisory Services offered through KMS Financial Services, Inc.
    About My Services
    I help people prepare for and/or survive the major transitions in life, such as
    • career changes like retirement,
    • long-term illness,
    • loss of a loved one,
    • settling an estate,
    • becoming debt-free,
    • managing sudden wealth such as inheritance, insurance or legal settlements, or lottery winnings.

    Are you ready for your ultimate transition? Click on that question at www.transitionplanninginc.com to find out.

    Securities and Investment Advisory Services offered through KMS Financial Services, Inc.
    Conditions I Am Unable To Treat
    Investment products and services are available only to residents of: Alabama (AL), Arizona (AZ), California (CA), Montana (MT), Oregon (OR), Texas (TX), and Washington (WA).

    Fee-based advisory services are available only to residents of: Alabama (AL), Arizona (AZ), California (CA), Montana (MT), Oregon (OR), Texas (TX), and Washington (WA).

    I am licensed to sell insurance products in the following states: Arizona (AZ), California (CA), Florida (FL), Oregon (OR), Washington (WA).
    Experience And Credentials
    Certified Financial Planner™,CFP
    Chartered Financial Consultant, ChFC
    Certified Senior Advisor, CSA
    Chartered Advisor for Senior Living, CASL
    Registered Health Underwriter, RHU
    Registered Employee Benefits Consultant, REBC
    Fees And Payment Sources Accepted
    After a complimentary consultation to determine the degree of service you desire, fair compensation will be negotiated on either an hourly, project, or retainer fee basis.
    In lieu of these, an asset management fee may be applied.
    In addition, if appropriate solutions involve a transfer of risk to insurance, a commission may be paid.
    Languages Spoken by Staff
    English
    Hours of Service
    I can be reached at any time by:
    email at glen@transitionplanninginc.com, or
    cell phone at 206-409-4329, or
    between 6:00am and 7:00pm Pacific Standard Time at the office at 425-868-7141
    Licenses
    US Federal EIN
    Issued by U.S. Internal Revenue Service
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