Ryan Matthew Fossey
Investment adviser representative at Secured Retirement Advisors, LLC
11 yearsExperience
1 stateRegistered in
$255.1MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Secured Retirement Advisors, LLCSep 2026 to now
- Thrivent FinancialJun 2025 to Sep 2026
- Thrivent Investment Management IncJun 2025 to Sep 2026
- Fossey Capital Management, L.L.C.May 2022 to May 2025
- Fhi Group, General Manager & Portfolio Manager, 2015-presentAug 2015 to Dec 2024
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
Secured Retirement Advisors, LLC
$255.1MAssets managed
602Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4345072
- Firm CRD
- 144239