Broker Check
Glenn Williams, CLU, ChFC, CFP®

Glenn Williams, CLU, ChFC, CFP®

President

Part of my role is to look over the horizon for trends, opportunities and obstacles and to communicate these to our advisors. As examples, we promoted holistic financial planning as a way to better advise clients and to build relationships in the 90s and we started fee-based fiduciary-compliant investment management in the late 90s, both have proved to be prescient.”

Glenn has over 32 years of experience as a financial services professional. For 30 of those years, he maintained a private practice along with his leadership duties at U. S Planning Group. Glenn's passion is helping advisors build successful recurring-revenue businesses by promoting a success environment along with one-on-one coaching and mentoring. He has helped advisors grow from small practices to $1,000,000 practices and some of the largest at Osaic Wealth. Glenn has built one of Osaic Wealths most respected independent groups and has served on Osaic Wealth's President Advisory Board as a member, committee chair, Vice-Chair and Chairman.