Ryan Oliver is a registered investment advisor at Spc, based in Crestwood, KY, with 21 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 30,916 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum annual advisory fee is 2.50%. Advisors set their own rates for each account up to this maximum limit. A 0.15% program fee is included within the total fee.
Fee Estimator
Location
7202 Highway 329, #3, Crestwood, KY, 40014
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2018Other Business ActivitiesSells Insurance
Ryan is the President of Oliver Financial, LLC, offering life insurance, fixed annuities, and property and casualty insurance. He dedicates nearly full-time hours to this investment-related activity and is also an independently licensed insurance agent with various insurance companies.
Employment History
Current Registrations
Spc
Parkland Securities, LLCBroker
Previous Registrations
Spc
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Capital CorporationBroker
Questar Asset Management, INC.
Nationwide Securities, LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations6 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.
Exams
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