Theodore Shea Glotzbach

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

• 03/1996 → 06/2024
  Securities America, Inc.
  Lemont, IL
• 01/2001 → 06/2024
  Securities America Advisors, Inc.
  Lemont, IL
• 04/2004 → Present
  Theodore S. Glotzbach
  Lemont, IL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Lemont, IL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Lemont, IL

Previous Registrations

• 2001-01-08 → 2024-06-14
  Securities America Advisors, Inc.
  Lemont, IL

Other Businesses

***GLOTZBACH FINANCIAL MGMT. POSITION: sole prop NATURE: THEODORE GLOTZBACH /INSURANCE SALES --SOLE PROP - INVESTMENT RELATED- START DATE: 6/2001 LOCATED AT 1282 DURHAM LANE; 1282 DURHAM LANE; LEMONT IL 60439 INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2001 ADDRESS: 1282 Durham Lane, Lemont IL 60439 DESCRIPTION: selling insurance products

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-20
• S63 Uniform Securities Agent State Law Examination
  1986-01-17