Glen Thomas Omanson
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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
12 years in the industry.
- Cetera Wealth Services, LLCSep 2025 to now
- Cetera Investment Advisers LLCAug 2025 to now
- United Team Ventures LLC, dba United Team TaxAug 2025 to now
- United Team Wealth ManagementSep 2022 to now
- Avantax Insurance Agency And/or Avantax Insurance Services.Oct 2022 to Sep 2025
- Avantax Advisory ServicesSep 2022 to Sep 2025
- Avantax Investment Services, Inc.Sep 2022 to Sep 2025
- Avantax Insurance Agency, LLC.Sep 2022 to Oct 2022
- B. Riley Wealth ManagementJul 2022 to Sep 2022
- Utt Holdings LLC dba United Team TaxDec 2020 to Aug 2025
- Utt Holdings LLC dba United Team Tax & Financial PlanningDec 2020 to Aug 2025
- B. Riley Wealth Advisors Inc.Jan 2019 to Sep 2022
- National Asset ManagementJan 2019 to Jul 2022
- National Securities CorporationJan 2019 to Jul 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2019
- Wells Fargo Advisors, LLCJun 2014 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 5623072
- Firm CRD
- 105644