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Ryan Hammer

8 Years of Experience
Dallas, TX
BrokerSells Insurance

Ryan Hammer is a registered investment advisor at Osaic Wealth, INC., based in Dallas, TX, with 8 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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.

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Location

17300 Dallas Parkway, Suite 3060, Dallas, TX, 75248

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History

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.

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Other Business ActivitiesSells Insurance

Ryan works full-time as a financial advisor at NFocus Financial Partners, focusing on sales/marketing of securities, investment advisory, and insurance products. He also dedicates full-time hours to NFocus Financial Partners, selling/marketing fixed annuities and non-variable insurance.

Employment History
Current Registrations
Osaic Wealth, INC.
July 2022 - Present · 3 yrs 10 mos
Osaic Wealth, INC.Broker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Equitable Advisors, LLC
March 2018 - July 2022 · 4 yrs 4 mos
Equitable Advisors, LLCBroker
February 2018 - July 2022 · 4 yrs 5 mos
TD Ameritrade, INC.Broker
November 2017 - January 2018 · 2 mos
State Registrations18 states
ARCOFLLAMAMIMONCNJNVOHOKPASCTNTXVAWI
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.