RH
RH

Ryan Huber

25 Years of Experience
Mitchell, SD
BrokerSells Insurance

Ryan Huber is a registered investment advisor at Osaic Wealth, INC., based in Mitchell, SD, with 25 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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.

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Location

1920 N Sanborn Blvd, Mitchell, SD, 57301

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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.

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Other Business ActivitiesSells Insurance

Ryan is a regional president at Bankwest Inc., dedicating nearly full-time hours to managing the Mitchell branch. He also engages in insurance sales, real estate, and farm management, along with his role as a private banker for Bankwest.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
January 2024 - Present · 2 yrs 4 mos
Osaic Wealth, INC.
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Woodbury Financial Services, INC.
August 2010 - January 2024 · 13 yrs 5 mos
Woodbury Financial Services, INC.Broker
August 2010 - January 2024 · 13 yrs 5 mos
Uvest Financial Services Group, INC.Broker
September 2005 - August 2010 · 4 yrs 11 mos
Uvest Financial Services Group, INC.
September 2005 - August 2010 · 4 yrs 11 mos
Primevest Financial Services, INC.
October 2000 - September 2005 · 4 yrs 11 mos
Primevest Financial Services, INC.Broker
August 2000 - September 2005 · 5 yrs 1 mo
State Registrations2 states
MNSD
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.