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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
1000 Post & Paddock Suite 205, Grand Prairie, TX 75050 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wake Financial Group Inc | Arlington | TX | 06/1983 | Present |
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | Present |
| Osaic Wealth, Inc. | Grand Prairie | TX | 09/2023 | Present |
1) INSURANCE - GLENN M. WAKE, 1000 POST & PADDOCK, SUITE 205, GRAND PRAIRIE, TX 75050. SELLING INSURANCE AS A STATUTORY AGENT AND INDIVIDUAL PRODUCER, NOT AS A CORP. START DATE WAS 1983. I SPEND ABOUT 5 HOURS A MONTH ON THIS PART OF THE BUSINESS AND DURING THE SECURITIES TRADING HOURS. I SELL LONG TERM CARE, MEDICARE SUP, FIXED AND VARIABLE ANNUITIES AND LIFE INSURANCE. 2) WAKE FINANCIAL GROUP, INC. POSITION: Other - President and 50% Ownerowner NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1983 ADDRESS: 1000 Post 'N' Paddock Pl. #205 Grand Prairie, TX 75050, Grand Prairie TX 75050, United States DESCRIPTION: Market retirement plan administration to Financial Advisors, CPA's, Brokers. We administer plans for clients of Financial Professionals, as well as plans of our own. 3) GLENN M. WAKE POSITION: Sole Proprietor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/1983 ADDRESS: 1000 Post 'N' Paddock Pl. #205, Grand Prairie TX 75050, United States DESCRIPTION: Sales of life insurance fixed and Variable Annuities and Indexed Annuities as a sole proprietor. 4) VILLAS OF RUSTIC MEADOWS, HOA POSITION: Other - Pres NATURE: Non-Profit - INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2012 ADDRESS: 3133 Rustic Meadows Dr. Bedford, TX 76021, Bedford TX 76021, United States DESCRIPTION: Help select landscaping firm for HOA, conduct HOA meeting for members.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1982-12-14 |
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