Ryan Morisey
Investment adviser representative at Turning Point Financial
12 yearsExperience
1 stateRegistered in
$339.4MFirm assets
7 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
Experience
12 years in the industry.
- Turning Point Benefit Group, Inc.May 2024 to now
- Turning Point FinancialMay 2024 to now
- Franciscan University of SteubenvilleAug 2022 to Apr 2024
- Tanney, Griffith, & Bresler P.A.Aug 2021 to Jul 2022
- Publix SupermarketsAug 2020 to Aug 2021
- StudentAug 2014 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MD).
Turning Point Financial
Legal name: Turning Point Benefit Group, Inc.
$339.4MAssets managed
794Clients
14Advisers
7 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
- 7968719
- Firm CRD
- 301282