Ryan Foncannon
Ryan Foncannon is a registered investment advisor at Ollie Grant Private Wealth, based in Evansville, IN, with 11 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1 clients with $5.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.95% |
| $1.5M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fee Estimator
Location
123 NW 4th Street, Suite 14, Evansville, IN, 47708
Get directionsHistory
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 the owner and founder of S.W.A.N. Financial Solutions, an insurance business specializing in health, life, long-term care, accident, cancer, and fixed/indexed annuities. Ryan dedicates nearly full-time hours to running all aspects of the business.
Employment History
Current Registrations
Ollie Grant Private Wealth
Previous Registrations
Peace of Mind Wealth Management
Elite Investment Team LLC
Coppell Advisory Solutions LLC
Horter Investment Management, LLC
State Registrations3 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.