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Glenn Dean Buelt

Investment adviser representative at Osaic Wealth, Inc.
21 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

21 years in the industry.

  1. Osaic Wealth, Inc.Jun 2024 to now
  2. Securities America Advisors, Inc.Nov 2020 to now
  3. Securities America, Inc.Nov 2020 to now
  4. Kms Financial Services, IncMar 2020 to Nov 2020
  5. Frank Russell CompanyJun 2005 to Feb 2020

Exams passed

  • Series 66 · Uniform Combined State Law2000

State registrations

Registered as an investment adviser representative in 1 state (WA).

Osaic Wealth, Inc.

$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4143178
Firm CRD
23131
Advisor's SEC record (opens in a new tab)
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