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Ryan Allen Sexson

Osaic Wealth, Inc.

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About Ryan Allen Sexson

Ryan Sexson is a registered investment advisor representative with Osaic Wealth, Inc., a registered investment advisor based in Scottsdale, Arizona. Ryan has been active in the financial services industry since 2010. Ryan has a Series 63, Series 65, Series 7, and Series 24 licenses. Ryan's previous employment includes roles with U.S. BANCORP INVESTMENTS, INC., BBVA SECURITIES INC., and BBVA COMPASS INVESTMENT SOLUTIONS, INC. Ryan is a member of the New Mexico Museum of Natural History Foundation board. Ryan is also a member of RSI Wealth Management and Consulting LLC, which provides marketing services. Ryan specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Ryan Sexson is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ryan Sexson’s Registration & Firm History

NM

11/01/2023 - Present

Osaic Wealth, Inc. (ALBUQUERQUE NM)

NM

08/10/2021 - 10/18/2023

U.S. BANCORP INVESTMENTS, INC. (ALBUQUERQUE NM)

NM

05/16/2013 - 08/06/2021

BBVA SECURITIES INC. (ALBUQUERQUE NM)

NM

04/22/2010 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (ALBUQUERQUE NM)

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Licenses & Designations

IA

Issued 07/07/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/25/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/26/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2011

Series 7 - General Securities Representative Examination

BC

Issued 04/21/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Ryan Allen Sexson. Review regulatory record here.
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