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Ryan William Derosier

Wintrust Investments LLC

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About Ryan William Derosier

Ryan William Derosier is an Investment Advisor Representative at Wintrust Investments LLC. Ryan holds a Series 65 license and the SIE exam. Ryan has been in the industry since October 2011. Ryan works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Ryan has experience in providing financial planning and portfolio management services. Ryan is registered in Illinois and Wisconsin.

Firm Information

Ryan Derosier is currently registered with Wintrust Investments LLC. Wintrust Investments LLC is a Limited Liability Company based in Chicago, Illinois, formed in January 1996. The firm provides a wide range of investment advisory services including financial planning, selection of other advisors, portfolio management for individuals and businesses. Wintrust Investments LLC manages over $14.4 billion in assets and has over 147 investment advisor representatives.
Wintrust Investments LLC

231 SOUTH LASALLE STREET

CHICAGO, IL 60604

$14.42B

Assets Under Management

Not reported

Total Clients

168

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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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 Derosier’s Registration & Firm History

WI

05/05/2022 - Present

Wintrust Investments LLC (Milwaukee WI)

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Licenses & Designations

IA

Issued 02/20/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/13/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan William Derosier.
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