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Ryan Alan Patton

Investment adviser representative at Openarc Corporate Advisory, LLC
13 yearsExperience
2 statesRegistered in
ChFC®Designation
$10.1BFirm assets

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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

13 years in the industry.

  1. Openarc Corporate Advisory, LLCMay 2026 to now
  2. Pacific Select Distributors, LLCDec 2024 to May 2026
  3. Lincoln Financial DistributionJan 2023 to Dec 2024
  4. Nationwide Financial Services CorpApr 2013 to Jan 2023

Designations

  • ChFC®

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 2 states (OH, TX).

Openarc Corporate Advisory, LLC

$10.1BAssets managed
3,841Clients
123Advisers
1 yearIn 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
6065642
Firm CRD
336837
Advisor's SEC record (opens in a new tab)
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