Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Omanson is a financial advisor who has been in the industry since 2009. Glen has a strong background in financial planning, portfolio management, and insurance. Glen is currently affiliated with Avantax Advisory Services, a firm with a strong focus on providing comprehensive financial planning and investment services. Glen has extensive experience working with individuals, businesses, and pension plans. Glen is dedicated to helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
10/25/2022 - Present
Avantax Advisory Services (DALLAS TX)
FL
07/22/2022 - 09/30/2022
B. RILEY WEALTH MANAGEMENT (BOCA RATON FL)
FL
01/25/2019 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
FL
06/27/2014 - 02/01/2019
WELLS FARGO CLEARING SERVICES, LLC (BOYNTON BEACH FL)
FL
10/01/2012 - 07/08/2014
J.P. MORGAN SECURITIES LLC (BOYNTON BEACH FL)
FL
01/25/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BOYNTON BEACH FL)
KS
03/04/2010 - 02/16/2011
LPL FINANCIAL LLC (OVERLAND PARK KS)
CO
12/23/2008 - 03/08/2010
WORLD GROUP SECURITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 12/12/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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