Best Investors Account Sign in

Ryan Christopher Engels

Osaic Wealth, Inc.

Greenville, WI

Claim This Profile
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-06-14
  • WI RA
    APPROVED
    Since 2024-06-14

Branch Locations

N1726 Hyacinth Lane, Greenville, WI 54942 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sii Investments Greenville WI 06/2016 11/2017
Securities Service Network Greenville WI 11/2017 09/2020
Securities America, Inc. Greenville WI 09/2020 06/2024
Securities America Advisors, Inc. Greenville WI 09/2020 06/2024
Engels And Lautenschlager Greenville WI 11/2009 Present
Osaic Wealth, Inc. Greenville WI 06/2024 Present
Osaic Wealth, Inc. Greenville WI 06/2024 Present
  • 06/2016 → 11/2017
    Sii Investments
    Greenville, WI
  • 11/2017 → 09/2020
    Securities Service Network
    Greenville, WI
  • 09/2020 → 06/2024
    Securities America, Inc.
    Greenville, WI
  • 09/2020 → 06/2024
    Securities America Advisors, Inc.
    Greenville, WI
  • 11/2009 → Present
    Engels And Lautenschlager
    Greenville, WI
  • 06/2024 → Present
    Greenville, WI
  • 06/2024 → Present
    Greenville, WI
Previous Registrations
  • 2020-09-18 → 2024-06-14
    Securities America Advisors, Inc.
    Greenville, WI
  • 2017-11-06 → 2020-09-18
    Ssn Advisory, Inc.
    Greenville, WI
  • 2016-06-06 → 2017-11-06
    Sii Investments, Inc.
    Greenville, WI
  • 2001-08-13 → 2016-06-09
    Fsc Securities Corporation
    Greenville, WI
    Appleton, WI
Other Businesses

1. SECOND GENERATION PROPERTIES POSITION: owner NATURE: Own the building I work in INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/27/2009 ADDRESS: N1726 Hyacinth lane, Greenville WI 54942 DESCRIPTION: Owner of building 2. ENGELS FINANCIAL SERVICES POSITION: Insurance Agent NATURE: Life insurance and Fixed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/14/2025 ADDRESS: N1726 Hyacinth Lane, Greenville WI 54170, United States DESCRIPTION: Sell Term Life and Fixed Annuities 3. Ryan C. Engels POSITION: OWNER NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1997 DESCRIPTION: selling fixed insurance products as well as Variable annuities 4. Trustee POSITION: TRUSTEE NATURE: TRUSTEE INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 0101/2004 DESCRIPTION: Review and maintain the account. Make adjustments/exchanges when needed.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-03-24
S63 Uniform Securities Agent State Law Examination 1997-09-18
  • S65 Uniform Investment Adviser Law Examination
    1998-03-24
  • S63 Uniform Securities Agent State Law Examination
    1997-09-18

View on SEC IAPD

More in Greenville, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor