AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
GG

Gary William Glessner

CETERA INVESTMENT ADVISERS
WHEELING, WV
·CRD# 2875673·29 years experience

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.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Steven Walter Glasgow
Steven Walter Glasgow

GLOBAL RETIREMENT PARTNERS LLC

Nashville, TN · CRD#
View profile
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
RS
Richard Walter Stumpf

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Wichita, KS · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Steven Walter Glasgow
Steven Walter Glasgow

GLOBAL RETIREMENT PARTNERS LLC

Nashville, TN · CRD#
JP
John A Porcello

EDELMAN FINANCIAL ENGINES

SANTA CLARA, CA · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
RS
Richard Walter Stumpf

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Wichita, KS · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Steven Walter Glasgow
Steven Walter Glasgow

GLOBAL RETIREMENT PARTNERS LLC

Nashville, TN · CRD#
JP
John A Porcello

EDELMAN FINANCIAL ENGINES

SANTA CLARA, CA · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
RS
Richard Walter Stumpf

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Wichita, KS · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Steven Walter Glasgow
Steven Walter Glasgow

GLOBAL RETIREMENT PARTNERS LLC

Nashville, TN · CRD#
JP
John A Porcello

EDELMAN FINANCIAL ENGINES

SANTA CLARA, CA · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
RS
Richard Walter Stumpf

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Wichita, KS · CRD#

Years of Experience

29 years in the financial services industry

Current & Past Employments

CETERA INVESTMENT ADVISERS LLC·CRD# 105644
RIA
2084 National Road, Wheeling, WV 26003
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
2084 National Road, Wheeling, WV 26003
September 5, 2025 - Present
AVANTAX ADVISORY SERVICES·CRD# 104556
RIA
Wheeling, WV
December 8, 2016 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.·CRD# 13686
BD
Wheeling, WV
January 6, 1998 - September 5, 2025

Similar Advisors

Steven Walter Glasgow
Steven Walter Glasgow

GLOBAL RETIREMENT PARTNERS LLC

Nashville, TN · CRD#
JP
John A Porcello

EDELMAN FINANCIAL ENGINES

SANTA CLARA, CA · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
RS
Richard Walter Stumpf

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Wichita, KS · CRD#

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 - SEC (1/13/1984 Approved)

Contact Information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Phone Number

(310) 257-7880

# of Employees

10,251

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

813,961

AUM (Assets Under Management)

$256,813,748,739

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/25/2026Cover PageReport
10/27/2025Cover PageReport
12/13/2024Cover PageReport
09/26/2023Cover PageReport

Similar Advisors

Steven Walter Glasgow
Steven Walter Glasgow

GLOBAL RETIREMENT PARTNERS LLC

Nashville, TN · CRD#
JP
John A Porcello

EDELMAN FINANCIAL ENGINES

SANTA CLARA, CA · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
RS
Richard Walter Stumpf

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Wichita, KS · CRD#

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

Similar Advisors

Steven Walter Glasgow
Steven Walter Glasgow

GLOBAL RETIREMENT PARTNERS LLC

Nashville, TN · CRD#
JP
John A Porcello

EDELMAN FINANCIAL ENGINES

SANTA CLARA, CA · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
RS
Richard Walter Stumpf

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Wichita, KS · CRD#

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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2016About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1997About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Dec 1997About the Series 6 exam
FINRA
SRO Registrations

Similar Advisors

Steven Walter Glasgow
Steven Walter Glasgow

GLOBAL RETIREMENT PARTNERS LLC

Nashville, TN · CRD#
JP
John A Porcello

EDELMAN FINANCIAL ENGINES

SANTA CLARA, CA · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
RS
Richard Walter Stumpf

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Wichita, KS · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Gary William Glessner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Steven Walter Glasgow
Steven Walter Glasgow

GLOBAL RETIREMENT PARTNERS LLC

Nashville, TN · CRD#
JP
John A Porcello

EDELMAN FINANCIAL ENGINES

SANTA CLARA, CA · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
RS
Richard Walter Stumpf

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Wichita, KS · CRD#
GG
Follow Gary
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required