Licensed Financial Professional, Betterment
Bobby Glotfelty is a Licensed Financial Professional at Betterment, specializing in account transfers and rollovers. He graduated from the University of Wisconsin - Milwaukee with a master’s degree in financial analysis and investment management and bachelor's degree in economics and mathematics. He holds his Series 7, 24, and 65. Prior to joining Betterment, Bobby was a senior investment products specialist at Northwestern Mutual.
How to Roll Over a 401(k)—Betterment Makes it Easy
Have 401(k)s from old jobs lying around? Betterment makes rolling them over into a low-cost IRA account simple and easy.