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Ryan Boyd

Advisor at OSAIC

Updated today

Location

Mitchell, SD 57301

Credentials

Series 66

Industry experience

5 years

About

Ryan Boyd is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services and operates Boyd Financial Services. Outside of his advisory work, he serves as secretary for Plains Aviation, Inc., a corporation that owns and operates an aircraft for its shareholders. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with advanced asset-allocation and portfolio management tools, offering a wide range of investment options and programs through a large network of financial advisors.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.

Percentage

$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.

Location

208 East 3 Rd Ave

Mitchell, SD 57301

Most active in

South Dakota

Work history

OSAIC

2024 - Present (2 years)

Boyd Financial Services

2020 - Present (6 years)

Woodbury Financial Services inc

2020 - 2024 (4 years)

United Heritage Life Insurance Company/Bittner Funeral Chapel

2019 - 2020 (1 year)

Davison County Coroner Office

2018 - 2020 (2 years)

Bittner Funeral Chapel

2017 - 2020 (3 years)

Kirk Funeral Home

2016 - 2016 (1 year)

Des Moines Area Community College

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Alan M

Series 66

Mitchell, SD

Colliers Securities LLC

Alan Miller is a financial advisor at Colliers Securities LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Colliers Securities since 2014. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, offering brokerage, custody, execution, and investment advisory services through both non-discretionary and discretionary programs. The firm utilizes third-party advisory platforms and manager relationships to implement discretionary wrap strategies while supporting client-directed decisions in non-discretionary accounts.

Active portfolio management
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Christopher P

CFP®, Series 63, Series 65

Mitchell, SD

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Christopher Peitz is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Calton & Associates, Inc. since 2019. He previously worked at Capital Financial Services, Inc. for nine years. In addition to his advisory role, he is an owner and insurance representative of Independent Financial Center, offering annuities, life, and long-term care insurance. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both discretionary and non-discretionary management options tailored to client goals and operates multiple program structures, including firm-managed wrap programs and separate account platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
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Spencer B

Series 66

Mitchell, SD

OSAIC

Spencer Boyd is a financial advisor at OSAIC with a Series 66 designation and four years of industry experience. He previously worked at Woodbury Financial Services and founded Boyd Financial Services, where he continues to serve as a registered representative. Outside of his advisory work, he assists with operations at a local boutique. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a broad range of advisory and brokerage services through a large network of financial advisers.

Annuities Founder/Business Owner Executive Retired

Trenton K

Series 66

Mitchell, SD

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Trenton Koehn is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he worked for nineteen years at Koehn Bros. Funeral Home. Outside of advising, he owns and operates a 32-unit storage facility in Armour, SD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Real estate investing General retirement planning Self-Employed
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Michael S

Series 66

Mitchell, SD

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Michael Steffen is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds the Series 66 designation and has been affiliated with Raymond James Financial Services Advisors Inc. since 2016. Prior to that, he has worked with CorTrust Wealth Management and CorTrust Bank since 2015. Outside of his advisory role, he owns farm ground that he rents to family members. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various channels, emphasizing tailored recommendations based on client risk profiles and extensive firm research.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Matthew M

Series 66

Mitchell, SD

STIFEL

Matthew Mc Manus is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. Before joining Stifel in 2025, he worked as an athletic trainer at Dakota Wesleyan University and Sanford Health. He also provides sports coverage as a PRN athletic trainer at Dakota Wesleyan University. Stifel serves a wide range of clients, including individuals and institutions, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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