Ryan Pitts
Ryan Pitts is a CFP-designated registered investment advisor at Silver Oak Securities, INC., based in Florence, KY, with 17 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, Corporate Executives, Education Planning, and 8 more. Their firm serves 8,746 clients with $2.4B 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 | 2.00% |
The maximum advisor fee is 2.0% of assets. Fees are negotiable between you and your financial professional. Accounts also incur a platform fee consisting of $45 annually plus an asset-based fee between 0.05% and 0.25%.
Fee Estimator
Location
75 Cavalier Blvd Ste. 316, Florence, KY, 41042
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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 an insurance agent selling various insurance products since 2009 and a property & casualty agent since 2013, dedicating about 10-20% of his time. He is also the owner of Retirement Security Group, spending nearly full-time hours on it, and a partner in Next Level at Norris Lake, LLC, spending a few hours per week. Additionally, Ryan is a committee member of the Northern Kentucky Chamber of Commerce (minimal time) and a board member of COVE Federal Credit Union (minimal time).
Employment History
Current Registrations
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
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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