Ryan Engels
Ryan Engels is a registered investment advisor at Osaic Wealth, INC., based in Greenville, WI, with 28 years of industry experience. Ryan 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
N1726 Hyacinith Lane, Greenville, WI, 54942
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ryan is an insurance agent with Engels & Lautenschlager Financial Services, selling life insurance and fixed annuities, dedicating minimal time to this activity. Ryan also owns the building he works in through Second Generation Partners, spending minimal time on this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Sii Investments, INC.
Sii Investments, INC.Broker
Fsc Securities CorporationBroker
Fsc Securities Corporation
Sii Investments, INC.Broker
Walnut Street Securities, INC.Broker
State Registrations8 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.