RD
RD

Ryan Droeg

21 Years of Experience
Cincinnati, OH
1 DisclosureSells Insurance

Ryan Droeg is a registered investment advisor at United Advisor Group, based in Cincinnati, OH, with 21 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,875 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
5,875 clients
Average Client Portfolio
$186K average
Assets Under Management
$1.1B

Fee Structure

UAG's investment management fees are negotiated with your advisor and will not exceed 2.00% annually. Fees are invoiced and debited from your account monthly. If you have multiple accounts, UAG may combine them for fee calculation purposes. When assets are allocated to an affiliated or third-party manager, UAG charges a fee for its allocation, advisement, and recommendations. The advisory fees assessed will vary dependent upon the affiliated asset manager or Third-Party Adviser selected, the size of the Account(s) and the services provided.

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Location

8170 Corporate Park Dr., Suite 300, Cincinnati, OH, 45242

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2023
Pending
Other Business ActivitiesSells Insurance

Ryan is an insurance salesman selling non-variable insurance since 2021. He also works as an associate at Farnsworth Company since 2025, providing bookkeeping, audit, and tax return services.

Employment History
Current Registrations
United Advisor Group
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Strategic Blueprint, LLC
November 2021 - October 2024 · 2 yrs 11 mos
The Strategic Financial Alliance, INC.Broker
November 2021 - October 2024 · 2 yrs 11 mos
Sagepoint Financial, INC.Broker
September 2018 - August 2021 · 2 yrs 11 mos
H. Beck, INC.Broker
May 2012 - August 2018 · 6 yrs 3 mos
Woodbury Financial Services, INC.Broker
June 2007 - May 2012 · 4 yrs 11 mos
American General Securities IncorporatedBroker
February 2005 - June 2007 · 2 yrs 4 mos
State Registrations1 state
OH
Advisor

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.

Exams
No exam information available for this advisor.
Ryan Droeg - Financial Advisor | TrueAdvisor