Glenn K Pollack

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

• 05/2013 → 11/2017
  Girard Securities, Inc.
  San Diego, CA
• 11/2017 → 09/2020
  Cetera Advisor Networks Llc
  The Woodlands, TX
• 08/2022 → 10/2022
  Planmember Securities Corporation
  Carpinteria, CA
• 09/2020 → 08/2022
  Na - Unemployed
  Trinidad, CA
• 10/2022 → Present
  Advisor Group
  Oakdale, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2023-11-06 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oakdale, MN

Exams

• S66 Uniform Combined State Law Examination
  2023-11-02
• S63 Uniform Securities Agent State Law Examination
  1994-05-27

Other Names

• Glenn Keith Pollack
• Glenn K. Pollack