Glen Omanson is a registered investment advisor, based in Boca Raton, FL, with 16 years of industry experience. Glen is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2500 N Military Trail, Suite 206, Boca Raton, FL, 33431
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Regulatory History (1)
Financial
May 2021Other 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
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
B. Riley Wealth ManagementBroker
B. Riley Wealth Advisors, INC.
National Securities CorporationBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Boulder Wealth Management, LLC
LPL Financial LLCBroker
Investment Advisors International, INC.
World Group Securities, INC.Broker
State Registrations4 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.
Exams
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