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Glenn Robert Matecun

Osaic Wealth, Inc.

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About Glenn Robert Matecun

Glenn Matecun is a financial advisor with over 10 years of experience in the financial industry. Glenn holds a Series 63, 65, and SIE licenses, and has experience with a variety of financial products and services. Glenn has previously worked at Founders Financial Securities LLC and is currently affiliated with Osaic Wealth, Inc. and Prosperity Wealth Management, Inc.. Glenn is a lawyer and specializes in estate planning and elder law. Glenn works with a variety of clients including individuals, high-net-worth individuals, corporations, trusts, and retirement plans.

Firm Information

Glenn Matecun 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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Glenn Matecun’s Registration & Firm History

MI

01/22/2025 - Present

Osaic Wealth, Inc. (GRAND BLANC MI)

MI

12/13/2019 - 08/19/2022

FOUNDERS FINANCIAL SECURITIES LLC (Grand Blanc MI)

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Licenses & Designations

BC

Issued 12/13/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/08/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/13/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/13/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Glenn Robert Matecun.
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