Andrew James Glassner

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2005 → 05/2024
  Lincoln Financial Advisors
  Sherwood, OR
• 05/2024 → 04/2025
  Lincoln Financial Distributors, Inc.
  Fort Wayne, IN
• 04/2025 → Present
  Osaic Wealth, Inc
  Lake Oswego, OR

Previous Registrations

• 2024-04-30 → 2024-05-08
  Osaic Fa, Inc.
  Sherwood, OR
  Sherwood, OR
  Fort Wayne, IN
  Sherwood, OR
  Fort Wayne, IN

Other Businesses

1. ANDREW GLASSNER - INSURANCE POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2025 ADDRESS: 5 Centerpointe Dr., Suite 400, Lake Oswego OR 97140, United States DESCRIPTION: Fixed annuities/Indexed Annuities 2. HORIZON LINE WEALTH MANAGEMENT, LLC POSITION: Private Wealth Advisor NATURE: I'm not sure how to answer this. This is was formed to eventually be the business name for Randy Massey and my partnership business through Osaic. We have not advertised or shared this business name with anyone, including our clients yet. INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 173 START DATE: 05/01/2025 ADDRESS: 5 Centerpointe Dr., Suite 400, Lake Oswego OR 97140, United States DESCRIPTION: I'm not sure how to answer this. This is was formed to eventually be the business name for Randy Massey and my partnership business through Osaic. We have not advertised or shared this business name with anyone, including our clients yet. 3. ANDY GLASSNER, LLC POSITION: Private Wealth Advisor NATURE: For tax purposes, my CPA recommended that I create this LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 173 START DATE: 05/01/2025 ADDRESS: 5 Centerpointe Dr., Suite 400, Lake Oswego OR 97140, United States DESCRIPTION: There is no additional business being done through this LLC other than what I do as a Private Wealth Advisor through Osaic.

Exams

• S66 Uniform Combined State Law Examination
  2024-04-29
• S63 Uniform Securities Agent State Law Examination
  2005-02-04