Ryan Douglas Preiss
Investment adviser representative at Financial Sense Advisors, Inc.
10 yearsExperience
1 stateRegistered in
$835.6MFirm assets
40 yearsFirm in business
Are you Ryan Douglas Preiss? Claim your profile
Contact this firm
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
Experience
10 years in the industry.
- Financial Sense Advisors, Inc.Jun 2026 to now
- Financial Sense Securities, Inc.Jun 2026 to now
- Mission ConsultingNov 2023 to now
- Thepartners Wealth ManagementJul 2025 to Jun 2026
- Basecamp Consulting GroupFeb 2022 to Oct 2023
- Financial Sense Securities, Inc.Feb 2019 to Jan 2022
- Self EmployedJun 2018 to Jan 2019
- Puplava Securities, Inc.Dec 2016 to May 2018
- Puplava Financial Services IncSep 2016 to May 2018
- LPL Financial, LLCSep 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2019
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Financial Sense Advisors, Inc.
$835.6MAssets managed
597Clients
10Advisers
40 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
- 6654122
- Firm CRD
- 111090