GG
Gary W. Glessner
CETERA INVESTMENT ADVISERS LLC
WHEELING, WV 26003
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CRD#: 2875673
GG
Professional summary
Gary William Glessner is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Wheeling, West Virginia and CETERA WEALTH SERVICES, LLC located in Wheeling, West Virginia.
Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Gary has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
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) Glessner Professional Services~'NIR'~Wheeling~WV~Accounting~Business/Management Consultant~11/20/2015~20hrs~10hrs~Business Consulting Services. 2) Windmill Truckers Center, Inc.~'NIR'~Wheeling~WV~Company/Association Controller/Accountant/Treasury~Vice President~1/16/2014~20hrs~0hrs~Management Supervision and Accounting. 3) G W Rentals LLC~'NIR'~Wheeling~WV~Rental Property Owner/Management~Owner/Sole Proprietor~7/1/2001~20hrs~0hrs~Landlord. 4) Glessner & Associates, PLLC~'NIR'~Wheeling~WV~Tax Preparation/Accounting~President~12/12/2009~160hrs~0hrs~Owner. 5) Unified Bank~'NIR'~Martins Ferry~OH~Board Position/Officer~Other~7/30/2017~6hrs~0hrs~Board Member. 6) Glessner Enterprises, Inc.~'NIR'~Wheeling~WV~Company/Association Controller/Accountant/Treasury~Vice President~1/16/2014~20hrs~0hrs~Management Supervision & Accounting. 7) Gary W. Glessner~'NIR'~Wheeling~WV~Independent Insurance Agent~Insurance Sales Agent~1/1/2005~4hrs~0hrs~Sales. 8) Glessner, Wharton, Andrews Insurance~'NIR'~Wheeling~WV~Independent Insurance Agent~Insurance Sales Agent~4/29/2016~40hrs~30hrs~(P & C Insurance) Write. 9) The Linsly School~'NIR'~Wheeling~WV~Board Position/Officer~Other~8/15/2020~2hrs~2hrs~The Board of Trustees is tasked with guiding the institution for future success. The board is focused on continuing the institutions achievement of challenging curriculum and future success of the students who attend. 10) West Virginia Tax Institute~'NIR'~Charleston~WV~Board Position/Officer~Other~8/1/2020~2hrs~2hrs~Help coordinate meeting and seminars around the state. Help make sure the non profit is working towards and completing its goals and objectives of tax planning education. 11) Evolve Mulitmedia, LLC~'NIR'~Wheeling~WV~Board Position/Officer~Owner~9/18/2020~4hrs~4hrs~As co-owner, I will be giving guidance regarding growth of the business. I won't be making day to day decisions for the business. I will be using my business contacts for possible new business opportunities. 12) HIGHLAND CAPITAL BROKERAGE; General sales; Non Securities related insurance products. Fixed life insurance products: Term, Universal Life, Fixed and Indexed Li; IR; HRS 1; HRS 1; 11/02/2020; Wheeling WV; finding products that satisfy my clients needs regarding non securities products through this GA. 13) GLESSNER SNODGRASS WEALTH MANAGEMENT LLC; President; Entity is for marketing purposes only. There are no employees. This entity is part of the Glessner Group (already disclosed); IR; HRS 80; HRS 80; 02/02/2018; Wheeling WV; This is for marketing purposes. There are no duties associated with this entity. All securities related business is done through Avantax. 14) Tiffany's, LLC; Member; Wv Limited Video Lottery Retailer, I am a retailer not and operator. My family has been in this business for many many years; NIR; HRS 40; HRS 10; 10/01/2021; Wheeling WV; High Level management/operations of a family business 15) UNITED BANCORP INC POSITION: Director/Officer NATURE: Bank Director/Bank Officer INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/13/2013 ADDRESS: 201 S 4th Street, Martins Ferry OH 43935, United States DESCRIPTION: Bank Board Director-Set Bank Policies, approve bank policies, Approve or Dissapprove Reg O loans, approve minutes of committees, vote to approve dividend declarations. Provide management oversight, follow SEC guidelines for a Publiclly traded bank 16) Glessner Enterprises, Inc.; Vice President; Company/Association Controller/Accountant/Treasury; NIR; 0; 01/16/2014; Wheeling WV 26003; Management Supervision & Accounting 17) The Glessner Group; President; Tax Preparation/Accounting; NIR; 0; 11/22/2016; 2084 National Road Wheeling WV 26003; Over see both the operations of Glessnr & Associates, PLLC (tax/accounting practice) and Glessner, Wharton, A
CRS (Client Relationship Summary) - RIA
Click below to view Gary William Glessner'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
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 2084 National Road, Wheeling, WV 26003RIA
CRD#: 105644
WHEELING, WV
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 2084 National Road, Wheeling, WV 26003BD
CRD#: 13572
WHEELING, WV
Past
December 8, 2016 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Wheeling, WV
Past
January 6, 1998 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
WHEELING, WV
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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
Florida(9/5/2025)
RR
Ohio(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
South Carolina(10/7/2025)
RR
West Virginia(9/5/2025)
IAR
West Virginia(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
