Bruce Wayne Glenn

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 07/2012 → 06/2024
  Commonwealth Financial Network
  Waltham, MA
• 07/2012 → 06/2024
  Trinity Planning Group
  Overland Park, KS
• 06/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2017 → Present
  Bks Property Group
  Kearney, MO
• 04/2024 → Present
  Rally Real Estate Holdings
  Leawood, KS
• 01/2014 → Present
  Bw Glenn Financial Group
  Overland Park, KS
• 01/2023 → Present
  Independence Business Edge
  Overland Park, KS
• 06/2024 → Present
  Rally Wealth And Benefits
  Overland Park, KS
• 06/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-07-16 → 2024-07-03
  Commonwealth Financial Network
  Overland Park, KS
  Overland Park, KS
• 2011-07-29 → 2012-08-03
  Lpl Financial Llc
  Lees Summit, MO
  San Diego, CA
  Lees Summit, MO
• 2008-08-01 → 2011-08-01
  Edward Jones
  St Louis, MO
  Independence, MO
  Independence, MO

Other Businesses

1. NAME OF OTHER BUSINESS: BKS PROPERTY GROUP INVESTMENT RELATED: NO ADDRESS: KEARNEY, MO 64060 NATURE OF BUSINESS: REAL ESTATE START DATE: 9/2017 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: NO ONGOING DUTIES, JUST PUT THE PURCHASE CASH UP FOR THE PURCHASE OF THE PROPERTY; 2. NAME OF OTHER BUSINESS: RALLY REAL ESTATE HOLDINGS INVESTMENT RELATED: NO ADDRESS: LEAWOOD, KS 66224 NATURE OF BUSINESS: REAL ESTATE START DATE: 4/2024 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OWN THE BUILDING THAT IS RENTED BY OUR INVESTMENT TEAM; 3. NAME OF OTHER BUSINESS: BW GLENN FINANCIAL GROUP INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: LLC IN WHICH BUSINESS CASH FLOW IS HANDLED START DATE: 01/2014 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: THIS IS THE LLC I RUN ALL THE PAYROLL AND ACCOUNTING THROUGH FOR THE SECURITIES BUSINES; 4. NAME OF OTHER BUSINESS: INDEPENDENCE BUSINESS EDGE INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: THIS ENTITY EXISTS TO HELP LIKE MINDED PROFESSIONALS CONSULT ON MUTUAL CLIENTS AND REFER AMONGST THEMSELVES. IT IS SET UP AS A BUSINESS SOLELY TO RUN THE WEBSITE AND CHARITABLE EVENTS THROUGHOUT THE YEAR. MEMBERS INCLUDE PROFESSIONALS IN MORTGAGE BANKING, PROPERTY AND CASUALTY INSURANCE, ESTATE PLANNING ATTORNEY, CPA, ETC START DATE: 01/2023 POSITION/TITLE/RELATIONSHIP: CO-OWNER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: FACILITATE MEETINGS AND HELP COORDINATE CHARITY/OUTREACH EVENTS; 5. NAME OF OTHER BUSINESS: RALLY WEALTH AND BENEFITS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2024 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: MANAGE MY OWN PRIVATE WEALTH CLIENTS AND ALSO HELP OTHER ADVISORS CLOSE NEW CLIENTS AS WELL AS PROMOTE 401K BUSINESS; 6. NAME OF OTHER BUSINESS: BUKATY COMPANIES; INVESTMENT RELATED: NO; ADDRESS: 4601 COLLEGE BLVD #100, LEAWOOD, KS 66211; NATURE OF BUSINESS: PROPERTY AND CASUALTY; START DATE: 6/2026 POSITION/TITLE/RELATIONSHIP: REFERRER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REFER PROPERTY AND CASUALTY INSURANCE;

Exams

• S66 Uniform Combined State Law Examination
  2008-07-31
• S63 Uniform Securities Agent State Law Examination
  2005-01-25

Other Names

• Bruce Wayne Glenn
• Bruce Glenn