Glen OmansonCRD Number: 5623072
Current Firm: Wells Fargo Clearing Services, LLC
Glen Omanson (CRD# 5623072) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Boynton Beach, FL and has over 9 years of experience in the finance industry.
Davis Private Wealth, LLC
Indian River Financial Group, Inc.
Castle Wealth Management
|Wells Fargo Clearing Services, LLC||West Palm Beach, FL||Nov 2016 - Current||1|
|Wells Fargo Advisors, LLC||West Palm Beach, FL||Jun 2014 - Nov 2016||2|
|J.p. Morgan Securities LLC||Delray Beach, FL||Oct 2012 - Jun 2014||1|
|Jpmorgan Chase Bank||Delray Beach, FL||May 2011 - Jun 2014||3|
|Chase Investment Services Corp||Delray Beach, FL||Jan 2012 - Oct 2012||< 1|
|Paramount Properties||Delray Beach, FL||Jan 2006 - Jan 2012||6|
|Lpl Financial||Overland Park, KS||Mar 2010 - Feb 2011||< 1|
|Investment Advisors International||Greenwood Village, CO||Jan 2009 - Mar 2010||1|
|World Group Securities, Inc.||Greenwood Village, CO||Dec 2008 - Mar 2010||1|
|World Financial Group||Greenwood Village, CO||Nov 2008 - Feb 2010||1|
|Prudential Real Estate Kc||Overland Park, KS||Mar 2008 - Feb 2010||1|
|Spraymaster Painting||Olathe, KS||Jul 2003 - Jan 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2008|
|S65||NASAA Investment Advisors Law Examination||Dec 2008|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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