Ryan Oleson
Ryan Oleson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Omaha, NE, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
14010 FNB Parkway, Suite 420, Omaha, NE, 68154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan works as an advisor for First Investments and Planning and as a regional manager for First National Bank of Omaha. Both roles take about half of Ryan's time each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cetera Advisor Networks LLC
Cwm, LLC
Cetera Advisor Networks LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
First National Capital Markets, INC.
First National Capital MarketsBroker
Legent ClearingBroker
Securities America, INC.Broker
TD Ameritrade, INC.Broker
Icapital Markets LLCBroker
Ameritrade, INC.Broker
Datek Online Financial Services LLCBroker
State Registrations17 states
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