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Glenn Bernard Hammill

Osaic Wealth, Inc.

Walnut Creek, CA

CRD 5995937

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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:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-24
  • CA RA
    APPROVED
    Since 2025-01-24

Branch Locations

1148 Alpine Road #204, Walnut Creek, CA 94596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hammill Consulting, A P.C. Walnut Creek CA 01/1991 Present
Lincoln Financial Advisors Corporation San Ramon CA 03/2012 01/2025
Osaic Wealth, Inc. Walnut Creek CA 01/2025 Present
  • 01/1991 → Present
    Hammill Consulting, A P.C.
    Walnut Creek, CA
  • 03/2012 → 01/2025
    Lincoln Financial Advisors Corporation
    San Ramon, CA
  • 01/2025 → Present
    Walnut Creek, CA
Previous Registrations
  • 2012-09-10 → 2025-01-24
    Osaic Fa, Inc.
    Walnut Creek, CA
    San Ramon, CA
    Walnut Creek, CA
Other Businesses

1) Glenn Hammill, 3000 Executive Parkway, Ste. 400, San Ramon, CA Category: Insurance Investment-Related: Yes Title: Agent Duties: Offer Accident, Health, Disability, Long-Term Care Insurance and Traditional Life Insurance; Fixed and Indexed Annuities Start Date: 8/2016 Hours per month:2 Hours per month during trading hours: 2 2) HAMMILL CONSULTING, A PROFESSIONAL CORPORATION POSITION: President NATURE: Corporation - Accounting Firm INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 85 START DATE: 01/01/1991 ADDRESS: 1148 Alpine Road, Ste. 204, Walnut Creek CA 94596, United States DESCRIPTION: Prepare financial statements, prepare tax returns, provide business and personal tax planning, and run the operations and administration of the business. 3) THE MACEDONIAN OUTREACH POSITION: Chairman NATURE: It's an association to provide humanitarian, educational, physical, and spiritual support to those in the Balkans area of Europe. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1995 ADDRESS: 233 Rutherford Rd, Danville CA 94526, United States DESCRIPTION: As the chairman, I provide a future vision for the organization and run our quarterly meetings, as well as serve as a sounding board to the Executive Director

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-08
  • S66 Uniform Combined State Law Examination
    2012-08-08

View on SEC IAPD

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