Glen Allen Clemans

Current Employers

Employment History

• 11/1989 → Present
  Osaic Wealth, Inc.
  Lake Oswego, OR
• 08/2006 → Present
  Cgc Financial Services
  Lake Oswego, OR
• 09/2006 → Present
  Royal Alliance Associates And Cgc Financial Services
  Lake Oswego, OR

Other Businesses

1) INDEPENDENT RIA INVESTMENT ADVISORY THROUGH CGC FINANCIAL SERVICES LLC, GLEN HAS BEEN A PART OF THE INDEPENDENT RIA SINCE 8/06 AND SPENDS 1 HOUR PER MONTH, NONE DURING TRADING HOURS. 2) CGC FINANCIAL SERVICES POSITION: Partner - NATURE: RIA, Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 90 START DATE: 09/01/2006 ADDRESS: Five Centerpointe Drive, Suite 550, Lake Oswego, OR 97035, Lake Oswego OR 97035, United States DESCRIPTION: 3040 management of Independent RIA investments for clients at Charles Schwab. Financial planning using Osaic approved Money Tree Software 4) GLEN CLEMANS POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1987 ADDRESS: Five Centerpointe Drive, Suite 550, Lake Oswego OR 97035, United States DESCRIPTION: I offer fixed and variable annuities, term life insurance. All variable products run through Royal Alliance Associates 5) GLEN GARCELON FOUNDATION POSITION: Board Member - NATURE: Non-Profit - INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2010 ADDRESS: 1316 Stonecrest Dr, Coppell TX 75019, United States DESCRIPTION: Advisory board. Brain tumor research and education 6) GLEN CLEMANS TRUSTEE POSITION: Power of Attorney and Trustee NATURE: I act as Power of Attorney and co trustee on my mother's finances. Her name is Marjorie Creitz INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2021 ADDRESS: Five Centerpointe Drive, Suite 550, Lake Oswego OR 97035, United States DESCRIPTION: Help my mother with bill paying and managing her affairs. She is still involved but is ageing and wants assistance 7) PERSONAL REPRESENTATIVE POSITION: Personal Representative NATURE: Personal representative for the Estate of Mary Gast INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/20/2023 ADDRESS: Five Centerpointe Drive suite 550, Lake Oswego OR 97035, United States DESCRIPTION: Personal Representative 8) SHERWOOD COMMUNITY FRIENDS CHURCH POSITION: Member of the Stewardship Advisory Board NATURE: 501c3 Church INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2024 ADDRESS: 23264 SW Main Street, Sherwood OR 97140, United States DESCRIPTION: Advise pastor and church board on budget, managing church expenses

Exams

• S66 Uniform Combined State Law Examination
  2001-11-05
• S63 Uniform Securities Agent State Law Examination
  1987-05-19