Ryan Cosner
Ryan Cosner is a registered investment advisor at Osaic Wealth, INC., based in Ft. Collins, CO, with 19 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
204 Maple Street, Suite 104, Ft. Collins, CO, 80524
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Regulatory History (1)
Customer Dispute
November 2023Other Business Activities
Ryan is the Chief Compliance Officer (CCO) of Cosner Financial Group LLC, an RIA firm, dedicating about half of his time to overseeing compliance. He also serves as President-Elect of the Boys and Girls Club of Larimer County, a non-profit organization, spending a few hours per week supporting their programs.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Cosner Financial Group, LLC
Previous Registrations
Triad Advisors LLCBroker
Cosner Financial Group, LLC
National Planning CorporationBroker
State Registrations12 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.