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Ryan Schebo

12 Years of Experience
Centerville, OH
4 DisclosuresBroker

Ryan Schebo is a registered investment advisor at LPL Enterprise, LLC, based in Centerville, OH, with 12 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3039 advisors
Number of Clients
86,726 clients
Average Client Portfolio
$217K average
Assets Under Management
$18.9B

Fee Structure

LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).

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Location

6728 Loop Road, Suite 103, Centerville, OH, 45459

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History

Regulatory History (4)
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Judgment / Lien
December 2025
Financial
June 2020
Final
Financial
May 2020
Final
Financial
March 2020
Final
Other Business Activities

Ryan is associated with Modern Money Advisors, an LLC established for tax, payroll, and other business activities. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
LPL Enterprise, LLC
November 2024 - Present · 1 yr 6 mos
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Prudential Financial Planning Services
June 2016 - November 2024 · 8 yrs 5 mos
Pruco Securities, LLC.Broker
November 2013 - November 2024 · 11 yrs
State Registrations24 states
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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.
Ryan Schebo - Financial Advisor | TrueAdvisor