Glen Clemans has been Founding Partner / Managing Executive of CGC Financial Services since August 2006, is a control person of the firm and directly owns between 50% and 75% of it. Glen Clemans holds a Bachelor of Arts in Business from Portland State University.
CGC Financial Services, LLC is a Lake Oswego, OR firm with $876M under management, 1,151 clients and 5 advisers in one office, as of its August 2026 filing.
Glen Clemans is Financial Advisor and Founding Partner of CGC Financial Services. He has worked in the business since January 1987 and took over a practice that he grew into a company. He expanded the practice's reach by running workshops at the Port of Portland, Multnomah County and junior colleges, and he helps clients navigate Social Security applications, Medicare enrollment and Oregon PERS benefits.
- CGC Financial ServicesCurrent– present · 15 yearsLake Oswego, OR · Adviser representative · Firm CRD 155446
Investment adviser representative registrations
Glen Clemans is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2011; the most recent is Texas, in November 2023.
- OregonSince 3 January 2011
- TexasResidentSince 28 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 5 November 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 May 1987 |
| Series 7 | General Securities Representative Examination | 17 January 1987 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Glen Allen Clemans
- CRD
- 1618828
- Firm
- CGC Financial Services · CRD 155446
- Role
- Founding Partner / Managing Executive
- Office
- 5 CENTERPOINTE DR SUITE 550, Lake Oswego, OR 97035
- Registration
- Investment adviser registration
- In the industry since
- January 1987
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cgcfinancialservices.com
Where does Glen Clemans work?
Glen Clemans has been Founding Partner / Managing Executive of CGC Financial Services, LLC since August 2006, and is a control person of the firm.
Is Glen Clemans a financial advisor?
Yes. Glen Clemans has a current investment-adviser registration in Oregon and Texas, through CGC Financial Services since January 2011.
How many years of experience does Glen Clemans have?
Glen Clemans has 39 years in the financial industry, since January 1987, across 1 adviser firm.
What exams has Glen Clemans passed?
Glen Clemans has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in January 1987. FINRA credited Glen Clemans with the SIE, which began in October 2018.
Where is Glen Clemans based?
Glen Clemans’ registered office is in Lake Oswego, OR.
Is Glen Clemans registered with FINRA?
No. Glen Clemans has no current broker registration.
How can I verify Glen Clemans’ record?
Search CRD 1618828 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Glen Clemans’ full registration record.
