Michael Ryan
Michael Ryan is a registered investment advisor at Osaic Wealth, INC., based in Edina, MN, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
7400 Metro Blvd, Ste 100-6, Edina, MN, 55439
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Regulatory History (1)
Customer Dispute
September 2013Other Business ActivitiesSells Insurance
Michael is a financial advisor at Mike Ryan Financial, selling traditional life insurance, disability, and long-term care insurance since 2002, dedicating a few hours per week. He also works as a sole proprietor financial advisor, spending minimal time on activities such as calling DBS, reviewing illustrations, and communicating with clients.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Securities America, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
PFS Investments INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.