Ryan Butts
Ryan Butts is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Nichols Hills, OK, 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
1000 W Wilshire Blvd, Suite 318, Nichols Hills, OK, 73116
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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 is the owner/president of Forthbridge Financial Group LLC and a partner in Red Racer Holdings, an LLC for real estate investment. He also sells insurance products as a sole proprietor, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
First Independent Advisory Services, INC.
First Independent Financial Services, INC.Broker
Womack Investment Advisers, INC
Cambridge Investment Research, INC.Broker
Womack Investment Advisers, INC
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
MML Investors Services, INC.Broker
Investment Professionals, INC.
Investment Professionals, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations11 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.