Glen Thomas Omanson

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

• 06/2014 → 11/2016
  Wells Fargo Advisors, Llc
  West Palm Beach, FL
• 11/2016 → 01/2019
  Wells Fargo Clearing Services, Llc
  West Palm Beach, FL
• 01/2019 → 07/2022
  National Securities Corporation
  Boca Raton, FL
• 01/2019 → 07/2022
  National Asset Management
  Boca Raton, FL
• 07/2022 → 09/2022
  B. Riley Wealth Management
  Boca Raton, FL
• 01/2019 → 09/2022
  B. Riley Wealth Advisors Inc.
  Boca Raton, FL
• 09/2022 → 09/2025
  Avantax Investment Services, Inc.
  Boca Raton, FL
• 09/2022 → 09/2025
  Avantax Advisory Services
  Boca Raton, FL
• 09/2022 → 10/2022
  Avantax Insurance Agency, Llc.
  Boca Raton, FL
• 12/2020 → 08/2025
  Utt Holdings Llc Dba United Team Tax & Financial Planning
  Boca Raton, FL
• 09/2022 → Present
  United Team Wealth Management
  Boca Raton, FL
• 10/2022 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Boca Raton, FL
• 12/2020 → 08/2025
  Utt Holdings Llc Dba United Team Tax
  Boca Raton, FL
• 08/2025 → Present
  United Team Ventures Llc, Dba United Team Tax
  Delray Beach, FL
• 08/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Boca Raton, FL

Previous Registrations

• 2022-10-25 → 2025-09-05
  Avantax Advisory Services
  Delray Beach, FL
  Delray Beach, FL
  Dallas, TX
  Boca Raton, FL
• 2019-01-29 → 2022-09-30
  B. Riley Wealth Advisors, Inc.
  Boca Raton, FL
• 2014-06-30 → 2019-02-01
  Wells Fargo Clearing Services, Llc
  Boynton Beach, FL
  Boca Raton, FL
• 2012-10-01 → 2014-07-08
  J.P. Morgan Securities Llc
  Boynton Beach, FL
  Boynton Beach, FL
  Delray Beach, FL
  West Palm Beach, FL
  Delray Beach, FL
  Delray Beach, FL
  Lake Worth, FL
  Boynton Beach, FL
• 2012-09-12 → 2012-10-01
  Chase Investment Services Corp.
  Delray Beach, FL
  Boynton Beach, FL
  Boynton Beach, FL
• 2010-07-08 → 2011-02-25
  Boulder Investment Group
  Overland Park, KS
• 2009-01-07 → 2010-03-08
  Investment Advisors International, Inc.
  Greenwood Village, CO

Other Businesses

1) UNITED TEAM WEALTH MANAGEMENT POSITION: Manager NATURE: DBA for Avantax related business INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 09/29/2022 ADDRESS: 2500 North Military Trail, STE 206, Boca Raton FL 33431, United States DESCRIPTION: Provide sales and service of Avantax investments and insurance products. 2) UNITED TEAM VENTURES LLC, DBA UNITED TEAM TAX POSITION: MANAGER NATURE: Health Insurance Sales and Service, Property and Casualty Insurance Sales and Service, Commercial & Residential Real Estate, Sales, Rentals, Renovation, and Management, Tax Preparation, Resolution, and Bookkeeping Services. INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 08/05/2025 ADDRESS: 4211 N Magnolia Cir, Delray Beach FL 33445, United States DESCRIPTION: Sales and service of Health Insurance, Property and Casualty insurance. Commercial & Residential Real Estate, Sales, Rentals, Renovation, and Management. Tax Preparation, Resolution and Bookkeeping.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-12-12
• S65 Uniform Investment Adviser Law Examination
  2008-12-01

Other Names

• Glen T Omanson