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Ryan Allen Sexson

Investment adviser representative at Osaic Wealth, Inc.
17 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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
  • Seminars and workshops

Experience

17 years in the industry.

  1. Osaic Wealth, Inc.Nov 2023 to now
  2. U.S. Bancorp Investments, Inc.Aug 2021 to Oct 2023
  3. Bbva Wealth Solutions Inc.Jul 2014 to Aug 2021
  4. Bbva Securities Inc.May 2013 to Aug 2021
  5. Bbva Compass Insurance Agency, Inc.Nov 2009 to Aug 2021
  6. Compass BankJun 2009 to Aug 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010
  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 1 state (NM).

Osaic Wealth, Inc.

$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
5772310
Firm CRD
23131
Advisor's SEC record (opens in a new tab)
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