Ryan Barber
Ryan Barber is a registered investment advisor at Osaic Wealth, INC., based in Saginaw, MI, with 24 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
3875 Bay Rd., Suite 1E, Saginaw, MI, 48603
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Regulatory History
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 ActivitiesSells Insurance
Ryan works as an insurance broker for VantagePointe Risk Mgmt, spending a few hours per week. He also sells fixed annuities and non-variable insurance, and is a registered representative/IAR with VPFG and President of RB Wealth Management LLC, dedicating full-time hours to sales/marketing of securities, investment advisory, and insurance products. Ryan is also a cash investor in real estate, spending minimal time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
AXA Advisors, LLCBroker
State Registrations10 states
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