Ryan Olson is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Dallas, TX, with 26 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
12750 Merit Dr., Ste. 1000, Dallas, TX, 75251
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan owns and oversees operations at The Triple C Ranch/Farm, dedicating a few hours per week. He also works as a baseball umpire for Elite Sports Officials and the Texas Association of Sports Officials, and owns a family ranch, spending about 10% of his time on each of these activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Gallagher Fiduciary Advisors, LLC
Previous Registrations
Triad Advisors LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Transamerica Investors Securities CorporationBroker
Adp Broker-Dealer, INC.Broker
Fidelity Brokerage Services LLCBroker
Strategic Advisers, INC.
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations10 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.