Gary William Glessner

Current Employers

Employment History

• 04/1997 → 09/2025
  Avantax Investment Services, Inc.
  Charleston, VA
• 12/2013 → Present
  United Bancorp Inc
  Martins Ferry, OH
• 11/2015 → Present
  Glessner Professional Services
  Wheeling, WV
• 07/2016 → 09/2025
  Avantax Insurance Agency, Llc
  Charleston, VA
• 07/2017 → Present
  Unified Bank
  Martins Ferry, OH
• 08/2020 → Present
  West Virginia Tax Institute
  Charleston, VA
• 09/2020 → Present
  Evolve Mulitmedia, Llc
  Wheeling, WV
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Wheeling, WV
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-12-08 → 2025-09-05
  Avantax Advisory Services
  Wheeling, WV

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-03
• S63 Uniform Securities Agent State Law Examination
  1997-05-08

Other Names

• Gary William Glessner