Kevin Ryan
Kevin Ryan is a registered investment advisor at Osaic Wealth, INC., based in Los Angeles, CA, with 25 years of industry experience. Kevin 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
11835 W. Olympic Blvd., Suite 1155 E, Los Angeles, CA, 90064
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2014Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Kevin owns a sole proprietorship providing life and health insurance, dedicating about 10-20% of his time. He also works for NWF Advisory Services and NWF Advisory Group, and is a partner and owner of Managed Mutuals, which handles insurance business, including term life insurance.
Employment History
Current Registrations
Osaic Wealth, INC.
Nwf Advisory Services INC
Osaic Wealth, INC.Broker
Previous Registrations
1717 Capital Management CompanyBroker
Sentra Securities CorporationBroker
State Registrations30 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.