Ryan Sexson
Ryan Sexson is a registered investment advisor at Osaic Wealth, INC., based in Albuquerque, NM, with 15 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Albuquerque, NM
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Regulatory History (2)
Customer Dispute
January 2016Customer Dispute
March 2013Other Business ActivitiesSells Insurance
Ryan is a volunteer board member for the New Mexico Museum of Natural History Foundation and a member of RSI Wealth Management and Consulting LLC, which is used for marketing. He also works as an insurance representative selling fixed annuity and insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
PNC Managed Account Solutions, INC.
Bbva Securities INC.Broker
Bbva Compass Investment Solutions, INCBroker
State Registrations7 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.