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Ryan John Finc

Advisor at OSAIC Institutions, INC. — Milaca, MN

Updated today

Credentials

Series 66

Experience

25 years

Location

Milaca, MN 56353

OSAIC Institutions, INC. logo

OSAIC Institutions, INC.

Enterprise

Total advisors

542

Across 354 offices

Clients per advisor

29 Very Low

Avg AUM per client

$308,738 Low

HNW client ratio

0% Very Low

About

Ryan Finc is a financial advisor with Osaic Institutions, Inc. He holds a Series 66 designation and has 25 years of industry experience. His work history includes positions at Infinex Investments, Inc., Essex National Securities, LLC, Invest Financial Corporation, and CUNA Brokerage Services, Inc. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Client services

Based on OSAIC Institutions, INC.

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

Expertise

Based on OSAIC Institutions, INC.

Annuities Tax-loss harvesting

Occupation focus

Based on OSAIC Institutions, INC.

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services up to $25,000 or more for high net worth individuals.

Percentage

$0+: Up to 2.50%, negotiable (maximum advisory fee) for customized advisory services $0+: Up to 1.25% for ERISA plan services, negotiable $10,000+: Minimum for AMP wrap fee program $5,500+: Minimum for UMA wrap fee program

Commissions

Commissions earned by IARs when selling securities or insurance products as broker-dealer representatives; may receive trail fees and other compensation.

Project-based

Hourly fees generally range from $50 to $750 per hour for financial planning and consulting services.

Other

Minimum fee: Fixed or flat fees for financial planning and consulting services generally range up to $25,000, can exceed for high net worth individuals; hourly fees generally range from $50 - $750 per hour, not exceeding $25,000 annually. Fee-only: Financial planning and consulting services offered for fixed fees or hourly charges; no commissions charged for these advisory services.

Location

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Milaca, MN

400 3rd Ave SW

Milaca MN 56353

Advisors at this office

1

Most active in

Minnesota

Work history

25 years of industry experience

Infinex investments, Inc.

2016 - Present • 10 years

Mora, MN

Essex National Securities, LLC

2016 - 2016 • 1 year

MN

Invest Financial Corporation

2012 - 2016 • 4 years

CUNA Brokerage Services, Inc.

2006 - 2012 • 6 years

Disclosures

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

Business activities & affiliations

Jordan D

CFP®

Milaca, MN

Calibration Financial

Professionally, I believe everyone should understand their finances from a high level, so we start there when building your plan before getting particular on each important topic. With industry experience since 2015, paired with multiple designations and licenses, my role as your personal financial guide is to bring clarity and purpose to your finances. I meet you where you are experientially and want to be the person you think of before you make big decisions, which aren’t always financial. Personally, I’m a husband, a father, a believer, a volunteer, and an adventurer! I live in a small town in East Central Minnesota with my wife and 3 young boys. We spend as many days in the summer outside mountain biking, hiking, camping and exploring. When the winter months keep us cooped up, I am able to dedicate more time to the numerous organizations I volunteer with - it’s a lot, but it’s just a part of giving back in a small community.

Business ownership considerations Founder/Business Owner HENRY (High Earners, Not Rich Yet) Young Families Gen Y/Millennials (Born 1980-1995)
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Connor T

Series 66

Foley, MN

LPL Financial

Connor Thorsten is a Series 66-credentialed advisor at LPL Financial with one year of industry experience. His prior work includes roles at DJ Tax Service LLC and Divine Swine Catering, as well as service on the Falcon Bank Advisory Board. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Tracy C

Series 66

Princeton, MN

Edward Jones

Tracy Carlson is a Series 66-registered financial advisor with Edward Jones in Princeton, MN, with seven years of industry experience. Prior to joining Edward Jones in 2019, she spent 27 years at Benedictine Health System and was involved in direct sales with Rodan and Fields from 2017 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Michael S

Series 66

Foley, MN

OSAIC

Michael Siegler is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 credential and has previously worked at SagePoint Financial and Caliber Financial Group. Outside of advising, he has experience assisting clients with life insurance and disability income insurance. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Amber E

CFP®, Series 66

Princeton, MN

Edward Jones

Amber Endicott is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. She also has an ongoing affiliation with Nelson that began in 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

General retirement planning Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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Allen J

Series 63

Foley, MN

OSAIC

Allen Jenson is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and 29 years of industry experience. Prior to joining Osaic in 2023, he worked at Sagepoint Financial, Inc. for 14 years and has been with AIG American General Life Insurance Company since 2002. He is also president of Navigator Financial Inc., a corporation primarily handling payroll and business meetings. Osaic Wealth serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of advisors and multiple platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and access to third-party money managers and managed accounts.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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