Ryan Carl Trabert
Investment adviser representative at Osaic Wealth, Inc.
13 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
13 years in the industry.
- Osaic Wealth, Inc.Feb 2025 to now
- Kei FinancialMay 2023 to now
- AlbertsonsMar 2021 to Aug 2021
- Adams Motorsports ParkFeb 2020 to Oct 2020
- California Baptist UniversityAug 2019 to Sep 2024
- Hobbytown USAJul 2018 to Sep 2019
- Corona-norco Unified School DistrictAug 2013 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7608789
- Firm CRD
- 23131