Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Christopher Engels is a financial advisor with over 25 years of experience in the industry. Ryan is currently registered with Osaic Wealth, Inc. in Wisconsin and has a broad range of experience working with individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, and charitable organizations. Ryan is also a licensed insurance agent and owns the building where the firm operates. Ryan has held positions with various financial institutions throughout his career, including SII Investments, Inc., Securities Service Network, LLC, and Securities America, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
06/14/2024 - Present
Osaic Wealth, Inc. (Greenville WI)
WI
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Greenville WI)
WI
11/06/2017 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Greenville WI)
WI
06/06/2016 - 11/06/2017
SII INVESTMENTS, INC. (GREENVILLE WI)
WI
08/13/2001 - 06/09/2016
FSC SECURITIES CORPORATION (GREENVILLE WI)
WI
12/07/1998 - 08/27/2001
SII INVESTMENTS, INC. (APPLETON WI)
CA
10/16/1997 - 12/04/1998
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 03/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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