Peter Matthew Glovna

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

• 06/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  Orange Village, OH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Orange Village, OH

Previous Registrations

• 2000-01-01 → 2025-01-24
  Osaic Fa, Inc.
  Solon, OH
  Solon, OH
  Orange Village, OH

Other Businesses

1) WAYPOINT PARTNERS 100 PARK AVENUE SUTIE 425 ORANGE VILLAGE, OH 44122 CATEGORY: INSURANCE/PREMIUM FINANCING INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING PREMIUM FINANCING AND TRADITIONAL LIFE INSURANCE START DATE: 09/30/2020 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 2)PETER GLOVNA III 100 PARK AVE., STE. 425 ORANGE VILLAGE, OH 44122 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: SALES PERSON DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED AND INDEXED ANNUITIES, DISABILITY, LONG-TERM CARE, AND TRADITIONAL INSURANCE. START DATE: 9/1/2015 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-05-11

Other Names

• Matt Glovna