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Ryan Bennett Droeg

United Advisor Group

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About Ryan Bennett Droeg

Ryan Droeg is a financial advisor at United Advisor Group. Ryan has been in the financial industry for over 18 years and is registered with the state of Arizona as both a broker and an investment advisor. Ryan specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations. Ryan is committed to helping clients achieve their financial goals.

Firm Information

Ryan Droeg is currently registered with United Advisor Group. United Advisor Group is an investment advisory firm based in that provides financial planning, portfolio management for individuals and businesses, and educational seminars. They serve a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $578 million in assets.

$578.77M

Assets Under Management

Not reported

Total Clients

28

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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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 Droeg’s Registration & Firm History

OH

09/26/2024 - Present

United Advisor Group (CINCINNATI OH)

AZ

08/12/2021 - 10/11/2021

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (MESA AZ)

AZ

09/05/2018 - 08/17/2021

SAGEPOINT FINANCIAL, INC. (MESA AZ)

AZ

05/23/2012 - 08/31/2018

H. BECK, INC. (MESA AZ)

AZ

06/05/2007 - 05/30/2012

WOODBURY FINANCIAL SERVICES, INC. (MESA AZ)

AZ

02/07/2005 - 06/08/2007

AMERICAN GENERAL SECURITIES INCORPORATED (MESA AZ)

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Licenses & Designations

BOTH

Issued 11/06/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/12/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/2018

Series 7 - General Securities Representative Examination

BC

Issued 02/05/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Ryan Bennett Droeg. Review regulatory record here.
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