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Ryan E

Series 63, Series 65

Greenville, WI

OSAIC

Ryan Engels is a financial advisor with OSAIC in Greenville, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Securities America and its affiliated entities from 2017 to 2024, and he has operated Engels and Lautenschlager since 2009. Outside of advising, Engels is involved in selling life insurance and annuity products and serves as a trustee managing account reviews and adjustments. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and third-party managed account solutions.

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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