Glenn Krcmaric

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

• 11/2003 → 06/2023
  Payant Financial Services, Inc.
  Sun City Center, FL
• 01/2009 → 06/2023
  Sagepoint Financial, Inc
  Phoenix, AZ
• 09/2023 → Present
  Osaic
  Sun City Center, FL
• 09/2023 → Present
  Payant Financial Services, Inc.
  Sun City Center, FL

Previous Registrations

• 2023-10-13 → 2025-01-06
  Payant Wealth Management Group
  Sun City Center, FL
• 2007-07-13 → 2023-06-30
  Payant Wealth Management Group
  Sun City Center, FL
• 2012-11-08 → 2017-04-05
  Osaic Services, Inc.
  Sarasota, FL
  Phoenix, AZ
  Scottsdale, AZ
  Sun City Center, FL
  Chicago, IL
  Sarasota, FL

Other Businesses

GLENN KRCMARIC - INSURANCE POSITION: Licensed Agent NATURE: Other - Self INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 09/20/2023 ADDRESS: 1653 Sun City Center Plaza, Sun City Center FL 33573, United States DESCRIPTION: Run proposals and illustrations; assist other rep in office with cases; evaluating existing policies

Exams

• S66 Uniform Combined State Law Examination
  2007-03-01
• S63 Uniform Securities Agent State Law Examination
  1998-12-01

Other Names

• Glenn Robert Krcmaric