Glen Calkins
Ketron Financial · Novato, California
Glen Calkins is a fee-only financial advisor at Ketron Financial in Novato, California. Ketron Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Ketron Financial |
|---|---|
| Based in | Novato, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $384.0M across 733 accounts |
| SEC registration | Investment adviser representative in CA · CRD 3121187 |
| Exams passed | Series 66 (1998) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.ketronfinancial.com |
| Profile |
How Glen's firm compares
- Ketron Financial's average account is about $524,000, from its Form ADV (assets managed divided by 733 accounts).
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Questions about Glen
Is Glen Calkins a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Glen holds no broker registration, and Ketron Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Glen charge for financial advice?
Glen's firm, Ketron Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Glen Calkins based?
Glen Calkins is based in Novato, California.
Is Glen Calkins registered with the SEC?
Yes. Glen Calkins is registered as an investment adviser representative in CA (CRD 3121187), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ketron Financial manage?
Ketron Financial reports $384.0M across 733 accounts in assets under management.
How do I contact Glen Calkins?
Through Glen's website, www.ketronfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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