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Glen Omanson
16 Years of Experience
Delray Beach, FL
1 DisclosureBrokerSells Insurance
Glen Omanson is a registered investment advisor, based in Delray Beach, FL, with 16 years of industry experience.
Location
Delray Beach, FL
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Regulatory History (1)
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Financial
May 2021Final
Other Business ActivitiesSells Insurance
Glen is a manager at UTT Holdings LLC (DBA United Team Tax & Financial Planning and United Team Tax) and United Team Wealth Management, and an insurance agent for Avantax Insurance Agency/Services. He also sells equity indexed annuities through EIA, dedicating a few hours per week, and spends nearly full-time on the other activities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Cetera Investment Advisers LLC
August 2025 - Present · 1 yr 1 mo
Previous Registrations
Avantax Advisory Services
October 2022 - September 2025 · 2 yrs 11 mos
Avantax Investment Services, INC.Broker
September 2022 - September 2025 · 3 yrs
B. Riley Wealth ManagementBroker
July 2022 - September 2022 · 2 mos
B. Riley Wealth Advisors, INC.
January 2019 - September 2022 · 3 yrs 8 mos
National Securities CorporationBroker
January 2019 - July 2022 · 3 yrs 6 mos
Wells Fargo Clearing Services, LLC
June 2014 - February 2019 · 4 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
June 2014 - February 2019 · 4 yrs 8 mos
J.P. Morgan Securities LLCBroker
October 2012 - July 2014 · 1 yr 9 mos
J.P. Morgan Securities LLC
October 2012 - July 2014 · 1 yr 9 mos
Chase Investment Services CORP.
September 2012 - October 2012 · 1 mo
Chase Investment Services CORP.Broker
January 2012 - October 2012 · 9 mos
Boulder Wealth Management, LLC
July 2010 - February 2011 · 7 mos
LPL Financial LLCBroker
March 2010 - February 2011 · 11 mos
Investment Advisors International, INC.
January 2009 - March 2010 · 1 yr 2 mos
World Group Securities, INC.Broker
December 2008 - March 2010 · 1 yr 3 mos
State Registrations4 states
AZFLMANM
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.