Ryan Stephen Neely

Current Employers

Employment History

• 12/2003 → Present
  Neely Financial Services
  Tulsa, OK
• 11/2005 → 02/2025
  Hornor Townsend And Kent, Inc
  Tulsa, OK
• 11/2005 → 02/2025
  Penn Mutual Life Ins Co
  Horsham, PA
• 02/2025 → Present
  Osaic Wealth
  Claremore, OK

Previous Registrations

• 2005-11-22 → 2025-02-19
  Hornor, Townsend & Kent, Llc
  Claremore, OK
  Tulsa, OK
• 2005-08-29 → 2007-03-07
  Sutterfield Financial Group, Inc.
  Claremore, OK

Other Businesses

1. CLAREMORE INDUSTRIAL ECONMIC DEVELOPMENT AUTHORITY POSITION: Board Member NATURE: 501c 3 INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2014 ADDRESS: 104 S. Muskogee Ave, Claremore OK 74017, United States DESCRIPTION: Monthly Board and Committee meetings. Economic Development for the City of Claremore and Airport oversight. 2. CHINQUAPIN RIDGE RANCH, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: P.O. Box 428, Claremore OK 74018, United States DESCRIPTION: oversight for Pecans and Hay production. 3. NEELY FINANCIAL SERVICE INC POSITION: Owner NATURE: corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2003 ADDRESS: 965 W Will Rogers Blvd, Claremore OK 74017, United States DESCRIPTION: Sales and Service of Life, Health, Disability Insurance for Various Carriers. Pass through Corporations for Business Expenses and Taxation. 4. NEELY INSURANCE AGENCY, INC. POSITION: President NATURE: Corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/20/2006 ADDRESS: 965 West Will Rogers Boulevard, Claremore OK 74017, United States DESCRIPTION: Property and Casualty insurance sales and service. DBA Neely Agency 5. COMMERCIAL REAL ESTATE: DBA NEELY CATOOSA, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2009 ADDRESS: P.O. Box 428, Claremore OK 74018, United States DESCRIPTION: Commercial Rental Properties. New Leases and oversight in common area maintenance. 6. COMMERICAL REAL ESTATE DBA: NEELY OWALLA LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2009 ADDRESS: PO Box 428, Claremore OK 74018, United States DESCRIPTION: Commercial Rental Properties. New Leases and oversight in common area maintenance. 7. COMMERCIAL REAL ESTATE: DBA NEELY CATOSSA II POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2009 ADDRESS: PO Box 428, Claremore OK 74018, United States DESCRIPTION: Commercial Rental Properties. New Leases and oversight in common area maintenance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-03-04
• S63 Uniform Securities Agent State Law Examination
  2002-08-09

Other Names

• Ryan Steve Neely