RO
CFP
RO
CFP

Ryan Ostrowski

28 Years of Experience
Grand Rapids, MI
Broker

Ryan Ostrowski is a CFP-designated registered investment advisor at LPL Financial LLC, based in Grand Rapids, MI, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

4500 Cascade Road SE, Ste. 200, Grand Rapids, MI, 49546

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Ryan operates Momentum Financial as a DBA for his LPL business, dedicating full-time hours. He also owns MJM Estates LLC and other real estate rentals, spending minimal time on these investment-related activities.

Employment History
Current Registrations
LPL Financial LLC
September 2010 - Present · 15 yrs 8 mos
LPL Financial LLCBroker
September 2002 - Present · 23 yrs 8 mos
Previous Registrations
New England SecuritiesBroker
November 1997 - September 2002 · 4 yrs 10 mos
State Registrations2 states
FLMI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.