Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Dean Buelt is an experienced financial advisor with over 23 years of experience in the industry. Glenn has a strong background in providing financial planning and investment management services to a wide range of clients, including individuals, businesses, and retirement plans. Glenn currently holds a Series 66 license and is registered with the state of Washington as a Registered Representative and Investment Advisor Representative. He is also a Principal with Osaic Wealth, Inc., a firm that provides a variety of financial services. Previously, Glenn worked with KMS Financial Services, Inc., Securities America, Inc., and Russell Investments Financial Services, LLC, among other firms. Glenn has a diverse background in the financial services industry and has experience in a variety of roles, including financial advisor, investment manager, and branch manager. Glenn is committed to providing his clients with personalized financial advice and helping them 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.
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.
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2
AZ
07/31/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
WA
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (SEATTLE WA)
WA
03/09/2020 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
WA
06/22/2005 - 03/05/2020
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (SEATTLE WA)
WA
05/01/2001 - 06/21/2005
PACIFIC WEST SECURITIES, INC. (RENTON WA)
MN
07/12/2000 - 11/10/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/12/2000 - 11/10/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/18/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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