Ryan Wilson
Ryan Wilson is a registered investment advisor at Wilson Financial Advisory Services, based in Roanoke, IN, with 20 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
Roanoke, IN
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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 the owner and independent insurance agent for various independent insurance companies through Wilson Holdings LLC, operating as Wilson Financial Advisory Services, since 2018. He also serves as an advisory representative of a registered investment advisor (RIA) since 2017, dedicating a few hours per week to insurance-related activities and minimal time to trading.
Employment History
Current Registrations
Wilson Financial Advisory Services
Previous Registrations
Cambridge Investment Research, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations1 state
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.