Ryan Thomas Lew

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 03/2011 → 01/2020
  Oregon Community Credit Union
  Eugene, OR
• 02/2012 → 01/2020
  Lpl Financial Llc
  Eugene, OR
• 01/2020 → 11/2020
  Kms Financial Services, Inc.
  Seattle, WA
• 11/2020 → 06/2024
  Securities America, Inc.
  Eugene, OR
• 11/2020 → 11/2024
  Arbor Point Advisors
  Eugene, OR
• 06/2024 → 10/2025
  Osaic Wealth, Inc.
  Eugene, OR
• 11/2024 → 10/2025
  Osaic Advisory Services, Llc
  Atlanta, GA
• 10/2025 → Present
  Lpl Financial
  Eugene, OR

Previous Registrations

• 2024-11-08 → 2025-10-03
  Osaic Advisory Services, Llc
  Eugene, OR
  Atlanta, GA
• 2020-11-06 → 2024-11-08
  Arbor Point Advisors
  Eugene, OR
• 2020-01-06 → 2020-11-06
  Kms Financial Services, Inc.
  Eugene, OR
  Seattle, WA
• 2015-03-30 → 2020-01-30
  Lpl Financial Llc
  Eugene, OR
  Springfield, OR
  Eugene, OR
  Salem, OR
  Eugene, OR
  Eugene, OR
  Eugene, OR
  Eugene, OR
  Bend, OR

Other Businesses

1. 08/2025 - Tetrology Financial Planning Group - DBA for LPL Business (entity for LPL business) - Investment Related - 120 Hour(s)/Month - 30 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 10/1/2025 2. 02/27/2026 - Aspida - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/01/2025 - 1 hour per month/ during trading 3. 02/27/2026 - Sagicor - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/01/2025 - 1 hour per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2015-03-27
• S63 Uniform Securities Agent State Law Examination
  2012-04-09

Designations

• Certified Financial Planner