Ryan Keith Gunn

Current Employers

Employment History

• 10/2008 → 08/2024
  Gunn Financial Associates/Royal Alliance
  San Clemente, CA
• 10/2008 → 08/2024
  Osaic Wealth, Inc.
  Thousand Oaks, CA
• 08/2024 → Present
  Wealthcare Advisory Partners Llc D/B/A Gunn Financial Associates
  San Clemente, CA
• 05/2016 → Present
  American Va Loans
  Huntington Beach, CA
• 08/2024 → Present
  Estate Planning Team
  Indian Wells, CA

Previous Registrations

• 2013-08-20 → 2024-08-08
  Osaic Wealth, Inc.
  Westlake Village, CA
  Salt Lake City, UT
  Westlake Village, CA
  San Clemente, CA
• 2010-09-20 → 2015-03-18
  Wealthcare Alliance, Inc.
  Westlake Village, CA
• 2007-06-22 → 2008-10-07
  Lpl Financial Llc
  Bluffdale, UT

Other Businesses

1) INSURANCE SERVICES POSITION: Licensed Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2007 ADDRESS: 616 S El Camino Real, Ste. H, San Clemente CA 92672, United States DESCRIPTION: Insurance needs analysis and consulting. Selling life, long term care, disability and fixed annuity products. 2) AMERICAN VA LOANS POSITION: Mortgage Consultant NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/16/2016 ADDRESS: 20422 Beach Blvd., 105, Huntington Beach, CA. 92648 DESCRIPTION: Consulting individuals with financing for the purchase or refinancing of residential real estate. 3) ESTATE PLANNING TEAM - YES - 45110 Club Drive, SUITE B, INDIAN WELLS, CA 92210 - ESTATE AND TAX PLANNING SERVICES TO CLIENTS - REFERRING FINANCIAL PROFESSIONAL - 08/2024 - 5 HOURS PER MONTH ALL DURING BUSINESS HOURS

Exams

• S66 Uniform Combined State Law Examination
  2007-06-20

Designations