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Ryan Alexander Kuhn

Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
2 statesRegistered 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

11 years in the industry.

  1. Osaic Wealth, Inc.Jul 2026 to now
  2. Principal Life Insurance CompanyApr 2026 to May 2026
  3. Principal Securities, Inc.Apr 2026 to May 2026
  4. Capital AnalystsMar 2021 to Feb 2026
  5. Lincoln InvestmentMar 2021 to Feb 2026
  6. Equitable Advisors, LLCJan 2021 to Mar 2021
  7. UnemployedJun 2020 to Dec 2020
  8. Suny PlattsburghAug 2018 to May 2020
  9. Niagara UniversityAug 2015 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

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

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
7327223
Firm CRD
23131
Advisor's SEC record (opens in a new tab)
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