Glen T. Omanson

CETERA INVESTMENT ADVISERS LLC

DELRAY BEACH, FL

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CRD#: 5623072

Professional summary

Glen Thomas Omanson, who also goes by Glen T Omanson, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Delray Beach, Florida and CETERA WEALTH SERVICES, LLC located in Boca Raton, Florida.

Glen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Glen has worked at 14 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Glen T Omanson

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) UNITED TEAM WEALTH MANAGEMENT POSITION: Manager NATURE: DBA for Avantax related business INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 09/29/2022 ADDRESS: 2500 North Military Trail, STE 206, Boca Raton FL 33431, United States DESCRIPTION: Provide sales and service of Avantax investments and insurance products. 2) UNITED TEAM VENTURES LLC, DBA UNITED TEAM TAX POSITION: MANAGER NATURE: Health Insurance Sales and Service, Property and Casualty Insurance Sales and Service, Commercial & Residential Real Estate, Sales, Rentals, Renovation, and Management, Tax Preparation, Resolution, and Bookkeeping Services. INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 08/05/2025 ADDRESS: 4211 N Magnolia Cir, Delray Beach FL 33445, United States DESCRIPTION: Sales and service of Health Insurance, Property and Casualty insurance. Commercial & Residential Real Estate, Sales, Rentals, Renovation, and Management. Tax Preparation, Resolution and Bookkeeping.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glen Thomas Omanson's CRS (Customer Relationship Summary).

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®

None

Experience

Current

August 19, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #2: 2500 N Military Trail #225, Boca Raton, FL 33431

RIA

CRD#: 105644

DELRAY BEACH, FL

Current

September 5, 2025 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 2500 North Military Trail, Suite 206, Boca Raton, FL 33431

CRD#: 13572

Boca Raton, FL

Past

October 25, 2022 - September 5, 2025

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Boca Raton, FL

Past

September 30, 2022 - September 5, 2025

RIA

CRD#: 139233

GREENWOOD VILLAGE, CO

Past

December 23, 2008 - March 8, 2010

WORLD GROUP SECURITIES, INC.

CRD#: 114473

GREENWOOD VILLAGE, CO

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".

CETERA INVESTMENT ADVISERS LLC

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.

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

Arizona
(9/26/2025)

IAR

Florida
(8/19/2025)

Florida
(9/5/2025)

Massachusetts
(9/5/2025)

New Mexico
(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

State Security Law Exam

Series 63

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

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	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

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.

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Glen T. Omanson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glen Thomas Omanson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

B. RILEY WEALTH MANAGEMENT

B. RILEY WEALTH ADVISORS, INC.

NATIONAL SECURITIES CORPORATION

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

BOULDER INVESTMENT GROUP

LPL FINANCIAL LLC

INVESTMENT ADVISORS INTERNATIONAL, INC.

WORLD GROUP SECURITIES, INC.

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/12/2008

Series 65

Date: 12/1/2008

SIE

Date: 10/1/2018

Series 7

Date: 8/2/2012

Series 6

Date: 12/22/2008

Series 26

Date: 12/21/2009

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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