Ryan Oltorik is a CFP-designated registered investment advisor, based in Blue Ash, OH, with 10 years of industry experience.
Location
9825 Kenwood Road, Suite 108, Blue Ash, OH, 45242
Get directionsHistory
Regulatory History
Clean regulatory record
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 involved in life, health, and variable insurance sales and services, dedicating a few hours per week to this activity. A portion of this time occurs during trading hours.
Employment History
Current Registrations
World Investments, LLC
July 2024 - Present · 1 yr 10 mos
World Investment Advisors, LLC
July 2024 - Present · 1 yr 10 mos
World Investments, LLCBroker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Ameriprise Financial Services, LLC
April 2016 - July 2024 · 8 yrs 3 mos
Ameriprise Financial Services, LLCBroker
February 2016 - July 2024 · 8 yrs 5 mos
State Registrations2 states
LAOH
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.