RR
CFP
RR
CFP

Rylan Rozell

17 Years of Experience
Las Vegas, NV
BrokerSells Insurance

Rylan Rozell is a CFP-designated registered investment advisor, based in Las Vegas, NV, with 17 years of industry experience.

Location

8475 W. Sunset Road, Suite 101, Las Vegas, NV, 89113

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Rylan owns Lockhart Investments, an S-Corporation, and spends a few hours per week reviewing profit and loss statements and making operational decisions. He is also an insurance agent with Rozell Insurance Solutions, dedicating a few hours per week to providing insurance solutions, and is involved with Webmark, LLC and Boxmatch Logistics, Inc.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 11 mos
The Ameriflex Group
May 2020 - Present · 6 yrs
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - July 2025 · 1 yr 10 mos
Sagepoint Financial, INC.Broker
May 2017 - September 2023 · 6 yrs 4 mos
Sagepoint Financial, INC.
May 2017 - January 2022 · 4 yrs 8 mos
Liberty Partners Capital Management, LLC
June 2009 - May 2017 · 7 yrs 11 mos
Liberty Partners Financial Services, LLCBroker
July 2008 - May 2017 · 8 yrs 10 mos
State Registrations8 states
CAHIIDKSMTTNTXWA
AdvisorBrokerBoth

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.
Rylan Rozell - Financial Advisor | TrueAdvisor