GC
Glen A. Clemans
CGC FINANCIAL SERVICES | Senior Partner
Lake Oswego, OR 97035
Some features on this profile are disabled
CRD#: 1618828
GC
Professional summary
Glen Allen Clemans is a registered financial advisor currently at CGC FINANCIAL SERVICES located in Lake Oswego, Oregon and OSAIC WEALTH, INC. located in Lake Oswego, Oregon.
Glen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Glen has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Financial planning
Trust & estate planning
Trading individual securities
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) INDEPENDENT RIA INVESTMENT ADVISORY THROUGH CGC FINANCIAL SERVICES LLC, GLEN HAS BEEN A PART OF THE INDEPENDENT RIA SINCE 8/06 AND SPENDS 1 HOUR PER MONTH, NONE DURING TRADING HOURS. 2) CGC FINANCIAL SERVICES POSITION: Partner - NATURE: RIA, Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 90 START DATE: 09/01/2006 ADDRESS: Five Centerpointe Drive, Suite 550, Lake Oswego, OR 97035, Lake Oswego OR 97035, United States DESCRIPTION: 3040 management of Independent RIA investments for clients at Charles Schwab. Financial planning using Osaic approved Money Tree Software 4) GLEN CLEMANS POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1987 ADDRESS: Five Centerpointe Drive, Suite 550, Lake Oswego OR 97035, United States DESCRIPTION: I offer fixed and variable annuities, term life insurance. All variable products run through Royal Alliance Associates 5) GLEN GARCELON FOUNDATION POSITION: Board Member - NATURE: Non-Profit - INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2010 ADDRESS: 1316 Stonecrest Dr, Coppell TX 75019, United States DESCRIPTION: Advisory board. Brain tumor research and education 6) GLEN CLEMANS TRUSTEE POSITION: Power of Attorney and Trustee NATURE: I act as Power of Attorney and co trustee on my mother's finances. Her name is Marjorie Creitz INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2021 ADDRESS: Five Centerpointe Drive, Suite 550, Lake Oswego OR 97035, United States DESCRIPTION: Help my mother with bill paying and managing her affairs. She is still involved but is ageing and wants assistance 7) PERSONAL REPRESENTATIVE POSITION: Personal Representative NATURE: Personal representative for the Estate of Mary Gast INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/20/2023 ADDRESS: Five Centerpointe Drive suite 550, Lake Oswego OR 97035, United States DESCRIPTION: Personal Representative 8) SHERWOOD COMMUNITY FRIENDS CHURCH POSITION: Member of the Stewardship Advisory Board NATURE: 501c3 Church INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2024 ADDRESS: 23264 SW Main Street, Sherwood OR 97140, United States DESCRIPTION: Advise pastor and church board on budget, managing church expenses
CRS (Client Relationship Summary) - RIA
Click below to view Glen Allen Clemans's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 3, 2011 - Present
CGC FINANCIAL SERVICES
Office #1: 5 Centerpointe Dr Suite 550, Lake Oswego, OR 97035RIA
CRD#: 155446
Lake Oswego, OR
Current
November 19, 1989 - Present
OSAIC WEALTH, INC.
Office #1: 5 Centerpointe Drive Suite 550, Lake Oswego, OR 97035RIA
BD
CRD#: 23131
Lake Oswego, OR
Past
January 21, 1987 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CGC FINANCIAL SERVICES
CGC FINANCIAL SERVICES | CGC FINANCIAL SERVICES, LLC
CRD#: 155446 / SEC#: 801-78845
RIA
Registered Investment Advisory firm - (11/22/2013 Approved)Oregon
Registered Investment Advisory firm - (12/4/2013 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(8/11/2000)
RR
Arizona(3/17/2000)
RR
Arkansas(6/27/2022)
RR
California(6/12/1995)
RR
Colorado(10/19/1998)
RR
Connecticut(4/29/2008)
RR
District of Columbia(9/22/2015)
RR
Florida(4/17/1998)
RR
Hawaii(8/11/2000)
RR
Idaho(8/20/2007)
RR
Indiana(4/1/2015)
RR
Kansas(8/27/2010)
RR
Louisiana(8/4/2017)
RR
Maine(11/4/1999)
RR
Maryland(2/26/2008)
RR
Massachusetts(12/1/2011)
RR
Minnesota(2/4/2011)
RR
Missouri(10/3/2003)
RR
Montana(8/11/2000)
RR
Nebraska(7/2/2020)
RR
Nevada(7/24/1995)
RR
New Hampshire(3/5/2013)
RR
New Jersey(8/11/2000)
RR
New Mexico(1/12/2005)
RR
New York(3/16/2000)
RR
North Carolina(9/8/2017)
RR
Ohio(5/27/2003)
RR
Oregon(11/19/1989)
IAR
Oregon(1/3/2011)
RR
Pennsylvania(6/29/2006)
RR
Rhode Island(7/14/2025)
RR
South Carolina(1/27/2015)
RR
Tennessee(6/30/1998)
RR
Texas(3/16/2000)
IAR
Texas(11/28/2023)
RR
Utah(12/2/2015)
RR
Virginia(4/25/1996)
RR
Washington(11/19/1989)
RR
Wisconsin(9/5/2003)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CF
CGC FINANCIAL SERVICES
CGC FINANCIAL SERVICES | CGC FINANCIAL SERVICES, LLC
CRD#: 155446 / SEC#: 801-78845
RIA
Registered Investment Advisory firm - (11/22/2013 Approved)Oregon
Registered Investment Advisory firm - (12/4/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5 Centerpointe Dr Suite 550, Lake Oswego, OR 97035
Mailing Address
Phone number
(503) 670-1958
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,027 |
| AUM (Assets Under Management) | $ 737,318,031 |
Red Flags
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Company Information
CGC FINANCIAL SERVICES
Senior PartnerCRD#: 155446Lake Oswego, OR 97035TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
