Glenn Robert Matecun

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

• 01/2010 → Present
  Glenn R. Matecun, Pc
  Howell, MI
• 06/2016 → 08/2022
  Founders Financial Securities Llc
  Towson, MD
• 08/2022 → 01/2025
  Prosperity Wealth Management, Inc.
  San Ramon, CA
• 01/2025 → Present
  Osaic
  Grand Blanc, MI

Previous Registrations

• 2022-08-22 → 2025-11-24
  Exodus Wealth, Llc
  Fort Lauderdale, FL
  Howell, MI
• 2016-06-15 → 2022-08-19
  Founders Financial Securities Llc
  Grand Blanc, MI

Other Businesses

1) Glenn R. Matecun, PC and Matecun, Thomas & Olson, PLC; non investment related; 915 N. Michigan Avenue, Suite 6, Howell, MI 48843; law firm; owner/attorney; 01/06/2010; 140 hours per month; 80 hours per month during trading hours; legal services, in particular elder law and estate planning. 2. GLENN R. MATECUN, PC POSITION: Owner/Attorney NATURE: Estate planning and elder law firm INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/06/2010 ADDRESS: 915 N. Michigan Ave., Suite 6, Howell MI 48843, United States DESCRIPTION: Oversee estate planning and elder law firm consisting of 3 attorneys and 5 legal assistants.

Exams

• S66 Uniform Combined State Law Examination
  2025-04-19
• S63 Uniform Securities Agent State Law Examination
  2019-12-13
• S65 Uniform Investment Adviser Law Examination
  2014-09-08