Glenn Wake
Glenn Wake is a registered investment advisor at Osaic Wealth, INC., based in Grand Prairie, TX, with 42 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1000 Post & Paddock, Suite 205, Grand Prairie, TX, 75050
Get directionsHistory
Regulatory History (2)
Regulatory
August 1997Criminal
March 1989Other Business ActivitiesSells Insurance
Glenn sells insurance products, including long-term care, Medicare supplements, fixed and variable annuities, and life insurance, dedicating a few hours per week. He is also the president and 50% owner of Wake Financial Group, Inc., and a sole proprietor selling life insurance and annuities, dedicating about 10-20% of his time to these activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Financial Education Associates, INC.
Sunamerica Securities, INC.Broker
Walnut Street Securities, INC.Broker
T.L. Hill Securities, INC.Broker
Investors Brokerage Services, INC.Broker
United Fidelity Investments, INC.Broker
Cigna Securities, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.