Ryan Matthew Bassett

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2000 → 11/2018
  John Hancock Financial Services
  Grandville, MI
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  Grand Rapids, MI

Previous Registrations

• 2005-05-10 → 2018-11-02
  Signator Investors, Inc.
  Grand Rapids, MI
  Grand Rapids, MI

Other Businesses

1) INS. BROKERAGE ALL LINES-POSITION: Agent NATURE: Ins. Sales INVESTMENT RELATED: Yes NUMBER OF HOURS:10 SECURITIES TRADING HOURS:10 START DATE: 01/01/20, 4843 Cascade Rd SE, Suite 300, Grand Rapids MI 49546,DESC Life, Disability, Health, LTC, Fixed Annuity Sales 2) EVOLUTION WEALTH STRATEGIES LLC-POSITION: Pres NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS 320 SECURITIES TRADING HOURS320 START DATE: 01/01/19, 4843 Cascade Rd SE, Ste 300, Grand Rapids MI 49546 DESCRIPTION: owner of EWS and personally produce which involves the sale of insurance and securities products 3) BASSETT BUNGALOW LLC-POSITION: President NATURE: LLC used for rental property income for cottage and pole barn INVESTMENT RELATED: No NUMBER OF HOURS: SECURITIES TRADING HOURS 0 START DATE: 01/01/12: 5742 Manchester Hills Dr. SE, Grand Rapids MI 49546 DESCRIPTION: used for rental property income for the cottage and pole barn 4) BASSETT BUNGALOW, LLC-POSITION: Pre NATURE: LLC,This is our lake house, which we sometimes rent out to friends, family, and or 3rd parties for income. INVESTMENT RELATED: No NUMBER OF HOURS 0 SECURITIES TRADING HOURS 0 START DATE: 01/01/12,5742 Manchester Hills Dr. SE, Grand Rapids MI 49546,DESCRIPTION: Complete the lease agreement per the agreement with the renters. Collect rent payment for the time the property is rented. Make sure they have all the necessary legal documents that accompany the lease agreement. Check and review the property once they leave the property to make sure no damage occurred. Manage the taxes and check the ledger for income taken in as well as business expenses that exist. 5) BASSETT BUNGALOW, LLC-POSITION: President NATURE: LLC,This is our lake house, which we sometimes rent out to friends, family, and or 3rd parties for income. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012,ADDRESS: 19911 North Shore Dr., Spring Lake MI 49456,DESCRIPTION: Complete the lease agreement per the agreement with the renters. Collect rent payment for the time the property is rented. Make sure they have all the necessary legal documents that accompany the lease agreement. Check and review the property once they leave the property to make sure no damage occurred. Manage the taxes and check the ledger for income taken in as well as business expenses that exist. 6) CO-SUCCESSOR TTEE -PARENTS' ESTATE-POSITION: Co-Successor TTEE NATURE: I am listed on my parents' estate as the Co-Successor TTEE. Activity will not be engaged in until their death. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/27/2022-ADDRESS: 5742 Manchester Hills, Grand Rapids MI 49546-DESCRIPTION: If Successor TTEE can not perform duties as outlined by the estate, responsibility would transfer to me 7) CO-SUCCESSOR TTEE -PARENTS' ESTATE-POSITION: Co-Successor TTEE NATURE: I am listed on my parents' estate as the Co-Successor TTEE. Activity will not be engaged in until their death. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/27/2022,ADDRESS: 19911 North Shore Dr., Spring Lake MI 49456 ,DESCRIPTION: If Successor TTEE can not perform duties as outlined by the estate, responsibility would transfer to me 8) 1811 GLADYS CIRCLE, LLC-POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/14/2025,ADDRESS: 19911 North Shore Drive, Spring Lake MI 49456 DESCRIPTION: This LLC was created for rental purposes. I find renters who require a place to rent in the confines of the City of Grand Haven. This is a long-term rental, so once I secure a rental, my time associated with this is very minimal. 9 O.R.K PROPERTIES, LLC,POSITION: President NATURE: LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/02/2025,ADDRESS: 17360 James E. Court, Unit # 14, Spring Lake MI 49456, United States DESCRIPTION: Lease office space out to EWS (Evolution Wealth Strategies)

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-05-12
• S63 Uniform Securities Agent State Law Examination
  2001-12-20

Designations

• Chartered Financial Consultant