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Glen Raymond Anderson

Osaic Wealth, Inc.

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About Glen Raymond Anderson

Glen Anderson is a financial professional with over 20 years of experience in the industry. Glen has held various positions at several firms including Edward Jones, Lindsco/Private Ledger Corp., Northwestern Mutual Investment Services, LLC, Fintegra, LLC, ProEquities, Inc, Bankers Life Securities, Inc., and Woodbury Financial Services, Inc. Currently, Glen is registered with Osaic Wealth, Inc. in Faribault, Minnesota. Glen is a licensed investment advisor representative in the state of Minnesota. Glen specializes in Financial Planning, Pension Consulting, Educational Seminars, and Selection of Other Advisers. Glen has a demonstrated ability to work with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.

Firm Information

Glen Anderson is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Glen Anderson’s Registration & Firm History

MN

01/19/2024 - Present

Osaic Wealth, Inc. (FARIBAULT MN)

MN

12/05/2023 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (FARIBAULT MN)

MN

05/26/2016 - 11/07/2023

BANKERS LIFE SECURITIES, INC. (EDINA MN)

MN

01/25/2011 - 05/26/2016

PROEQUITIES, INC. (MANKATO MN)

MN

02/21/2008 - 11/05/2010

FINTEGRA, LLC (FARMINGTON MN)

MN

01/18/2007 - 01/15/2008

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EAGAN MN)

MN

05/26/2004 - 11/03/2006

LINSCO/PRIVATE LEDGER CORP. (FARMINGTON MN)

MO

08/08/2000 - 04/29/2004

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 12/12/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/09/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Glen Raymond Anderson.
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