Invested Better
Unclaimed

Unclaimed

Unclaimed

Ryan Mitchell Koszut

Osaic Wealth, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ryan? Claim Your Profile

About Ryan Mitchell Koszut

Ryan Koszut is a financial advisor with over 20 years of experience in the industry. Ryan has a strong background in financial planning, portfolio management and investment advisory services. He is currently registered with Osaic Wealth, Inc. and holds the Series 6, SIE and Series 63 licenses. Previously Ryan was a registered representative for Woodbury Financial Services, Inc., AXA Advisors, LLC and MONY Securities Corporation. Ryan is committed to providing his clients with personalized financial advice to help them achieve their financial goals.

Firm Information

Ryan Koszut 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ryan Koszut’s Registration & Firm History

IL

01/19/2024 - Present

Osaic Wealth, Inc. (BURR RIDGE IL)

IL

07/07/2005 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (BURR RIDGE IL)

NY

08/03/2004 - 07/08/2005

AXA ADVISORS, LLC (NEW YORK NY)

NY

07/16/2003 - 08/16/2004

MONY SECURITIES CORPORATION (NEW YORK NY)

Not sure if Ryan Mitchell Koszut is right for you?

Licenses & Designations

BC

Issued 09/17/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Ryan Mitchell Koszut. Review regulatory record here.
Not sure if Ryan Mitchell Koszut is right for you?