Howard M Ryan

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 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

• 05/2005 → Present
  Securities America, Inc.
  Omaha, NE
• 11/2007 → Present
  Securities America Advisors, Inc
  Omaha, NE
• 05/2008 → Present
  Howard Ryan
  La Vista, NE
• 09/2014 → Present
  Arbor Point Advisors
  La Vista, NE
• 02/2012 → Present
  V-Max Owners Association
  Omaha, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2014-09-12 → 2024-11-08
  Arbor Point Advisors
  La Vista, NE
• 2007-11-16 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE

Other Businesses

***SECURITIES AMERICA ADVISORS, INC INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE: 11/2007 - LOCATED AT 12325 PORT GRACE BLVD LA VISTA, NE ***N/A POSITION: N/A NATURE: INSURANCE SALES - AGENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2008 ADDRESS: 12325 PORT GRACE BLVD, La Vista NE 68133 DESCRIPTION: N/A ***N/A POSITION: Employee NATURE: ARBOR POINT ADVISORS - INVESTMENT ADVISORY - IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2014 ADDRESS: 12325 PORT GRACE BLVD, La Vista NE 68128 DESCRIPTION: N/A ***DOOR DASH POSITION: Food delivery driver NATURE: Door dash. Food delivery. INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 09/04/2020 ADDRESS: 606 Rosewood Ave, Papillion NE 68133 DESCRIPTION: Food delivery driver ***UBER POSITION: Uber Driver NATURE: Uber Driver INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/16/2020 ADDRESS: 606 Rosewood Ave, Papillion NE 68133 DESCRIPTION: Being an Uber driver

Exams

• S66 Uniform Combined State Law Examination
  2007-11-06
• S63 Uniform Securities Agent State Law Examination
  2006-02-17