Glenn Wager has been Owner, Managing Member, Chief Compliance Officer of Wager Wealth Management and Financial Planning since August 2016, is a control person of the firm and directly owns 75% or more of it.
Wager Wealth Management and Financial Planning LLC is a firm with $153M under management, 121 clients and 1 adviser in one office, as of its February 2026 filing.
Glenn Wager’s longest registration was 19 years at Guerin Financial Services,ltd. (1997–2016). Before joining Wager Wealth Management and Financial Planning in 2016, Glenn Wager was registered through Guerin Financial Services,ltd.
- – present · 10 yearsLongmont, CO · Adviser representative · Firm CRD 285107
- Guerin Financial Services,ltd.– · 19 yearsDenver, CO · Adviser representative · Firm CRD 107544
Investment adviser representative registrations
Glenn Wager is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in October 2016.
- ColoradoSince 12 October 2016
- TexasResidentSince 11 October 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 26 January 1993 |
| Series 7 | General Securities Representative Examination | 24 November 1992 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Glenn Adam Wager
- CRD
- 2286731
- Firm
- Wager Wealth Management and Financial Planning · CRD 285107
- Role
- Owner, Managing Member, Chief Compliance Officer
- Office
- Longmont, CO
- Registration
- Investment adviser registration
- In the industry since
- July 1997
- Disciplinary history
- Not yet shown here · SEC record
Where does Glenn Wager work?
Glenn Wager has been Owner, Managing Member, Chief Compliance Officer of Wager Wealth Management and Financial Planning LLC since August 2016, and is a control person of the firm.
Is Glenn Wager a financial advisor?
Yes. Glenn Wager has a current investment-adviser registration in Colorado and Texas, through Wager Wealth Management and Financial Planning since October 2016.
How many years of experience does Glenn Wager have?
Glenn Wager has 29 years in the financial industry, since July 1997, across 2 adviser firms.
What exams has Glenn Wager passed?
Glenn Wager has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in November 1992.
Where is Glenn Wager based?
Glenn Wager’s registered office is in Longmont, CO.
Is Glenn Wager registered with FINRA?
No. Glenn Wager has no current broker registration.
How can I verify Glenn Wager’s record?
Search CRD 2286731 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Glenn Wager’s full registration record.