Glenn H Nagamine

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

• 08/2014 → 11/2016
  Ohio National Financial Services
  Cincinnati, OH
• 09/2014 → 11/2016
  The O. N. Equity Sales Company
  Cincinnati, OH
• 11/2016 → 01/2025
  Lincoln Financial Securities Corporation
  Aptos, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Aptos, CA

Previous Registrations

• 2016-12-01 → 2025-01-24
  Osaic Fs, Inc.
  Aptos, CA
  Aptos, CA
  El Dorado Hills, CA
• 2015-01-06 → 2016-12-07
  On Investment Management Co
  Salinas, CA

Other Businesses

1. GLEN NAGAMINE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/2015 ADDRESS: 3076 Arlington Drive, Aptos, CA DESCRIPTION: Offers fixed disability insurance, long-term care insurance and traditional life insurance products. 2. INSURANCE POSITION: Sole Proprietor NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2015 ADDRESS: 3076 Arlington drive, Aptos CA 95003, United States DESCRIPTION: sale of insurance

Exams

• S66 Uniform Combined State Law Examination
  2014-12-10