Glen Holmes
Glen Holmes is a registered investment advisor at Osaic Wealth, INC., based in Grove City, OH, with 40 years of industry experience. Glen 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
3902 Broadway, Grove City, OH, 43123
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Regulatory History (2)
Customer Dispute
September 2005Customer Dispute
May 2005Other Business ActivitiesSells Insurance
Glen is the president of Holmes Management LLC, an insurance agency, and also works as an insurance agent. He also owns and manages multiple rental properties, dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
H. Beck, INC.
H. Beck, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Fsc Securities CorporationBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Integrated Resources Investment Centers, INC.Broker
H.D. Vest Investment Securities, INC.Broker
Prudential-Bache Securities INC.Broker
Gruntal & CO. IncorporatedBroker
Herzfeld & Stern INC.Broker
Blinder, Robinson & Co.,inc.Broker
State Registrations27 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.