Ryan Neely
Ryan Neely is a registered investment advisor at Osaic Wealth, INC., based in Claremore, OK, with 23 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
965 W Will Rogers Boulevard, Claremore, OK, 74017
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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 involved in several business activities, including serving as a board member for Claremore Industrial Economic Development Authority, a member of Chinquapin Ridge Ranch LLC, and owner of Neely Financial Service Inc. and several commercial real estate LLCs; he also serves as President of Neely Insurance Agency, Inc. Ryan dedicates about 10-20% of his time to Neely Financial Service Inc., a few hours per week to Chinquapin Ridge Ranch LLC and Neely Insurance Agency, Inc., and minimal time to Claremore Industrial Economic Development Authority.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Sutterfield Financial Group, INC.
American General Securities IncorporatedBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations9 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.