RH
CFP
RH
CFP

Ryan Hobbs

27 Years of Experience
Ardmore, OK
4 DisclosuresBrokerSells Insurance

Ryan Hobbs is a CFP-designated registered investment advisor at Geneos Wealth Management, INC., based in Ardmore, OK, with 27 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 21,668 clients with $9.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
21,668 clients
Average Client Portfolio
$425K average
Assets Under Management
$9.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual management fees are negotiated between you and your representative, ranging from 0.00% to 2.50%. The firm specifies a minimum account fee floor of 0.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

1119 Walnut Dr, Suite #1, Ardmore, OK, 73401

Get directions

History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2013
Settled
Customer Dispute
February 2013
Settled
Customer Dispute
February 2001
Closed-No Action
Employment Separation After Allegations
February 2001
Other Business ActivitiesSells Insurance

Ryan owns Ryan Hobbs Investment Services and is an independent agent selling fixed insurance products for various carriers. He also has rental income, is a notary public, and is a member of Wildhorse 8 LLC and Dodge West Investments LLC.

Employment History
Current Registrations
Geneos Wealth Management, INC.
August 2003 - Present · 23 yrs 2 mos
Geneos Wealth Management, INC.Broker
August 2003 - Present · 23 yrs 2 mos
Previous Registrations
Spelman & CO INC
December 2002 - August 2003 · 8 mos
Spelman & CO., INC.Broker
April 2001 - August 2003 · 2 yrs 4 mos
Edward JonesBroker
May 1999 - February 2001 · 1 yr 9 mos
State Registrations10 states
ARCACOKSMDMOOKORTXVA
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.
More Advisors