TrueAdvisor
TrueAdvisor
RU
RU

Ryan Uwono

VALIC Financial Advisors, INC.
18 Years of Experience
Honolulu, HI
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Ryan Uwono is a registered investment advisor at VALIC Financial Advisors, INC., based in Honolulu, HI, with 18 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 293,026 clients with $29B in assets under management.

VALIC Financial Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1254 advisors
IM Fee
Planning only
Assets Under Management
$29.2B

Fee Structure

Minimum Investment:None

VALIC Financial Advisors offers ongoing subscription-based financial planning services that renew annually and include periodic updates to your financial plan as your needs or life events change.

  • One-time financial plan — Up to $5,000 annually, customized to your financial situation and goals.
  • Project-based consulting services — Up to $7,500 annually for specific financial consulting projects.
  • Combined plan and consulting services — Total combined fee will not exceed $10,000 annually.
Annual Retainer:Up to $5,000/year
One-Time Plan:Up to $5,000
View Full SEC Brochure

Location

Two Waterfront Plaza, 500 Ala Moana Blvd, Suite 300, Honolulu, HI, 96813

Get directions

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.
Financial
May 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Ryan is an agent for AGIA, selling non-securities insurance products since June 2024. This activity requires a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
June 2024 - Present · 2 yrs 4 mos
VALIC Financial Advisors, INC.Broker
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
Ameriprise Financial Services, LLC
October 2016 - January 2024 · 7 yrs 3 mos
Ameriprise Financial Services, LLCBroker
October 2016 - January 2024 · 7 yrs 3 mos
Amerivest Investment Management, LLC
August 2014 - October 2016 · 2 yrs 2 mos
TD Ameritrade, INC.
August 2014 - October 2016 · 2 yrs 2 mos
TD Ameritrade, INC.Broker
August 2014 - October 2016 · 2 yrs 2 mos
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
January 2012 - August 2014 · 2 yrs 7 mos
Bancwest Investment Services, INC.Broker
January 2012 - August 2014 · 2 yrs 7 mos
Ameriprise Financial Services, INC.
January 2008 - January 2012 · 4 yrs
Ameriprise Financial Services, INC.Broker
January 2008 - January 2012 · 4 yrs
State Registrations1 state
HI
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.
More Advisors
More financial advisors in Honolulu, HI →All financial advisors in Hawaii →