Ryan Yamada

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 07/2014 → 02/2019
  Mutual Of Omaha Insurance Co.
  Omaha, NE
• 03/2012 → 09/2022
  Complete Weddings & Events
  Omaha, NE
• 07/2015 → 02/2019
  Mutual Of Omaha Investor Services
  Omaha, NE
• 02/2019 → 11/2022
  Cwm
  Omaha, NE
• 02/2019 → 04/2019
  Cetera Advisor Networks
  El Segundo, CA
• 04/2019 → 01/2020
  Cetera Advisor Networks
  El Segundo, CA
• 11/2022 → Present
  Securities America Advisors
  La Vista, NE
• 06/2024 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2022-12-01 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE
• 2019-06-11 → 2022-12-01
  Cwm, Llc
  Omaha, NE
  Omaha, NE
• 2016-02-26 → 2019-01-31
  Mutual Of Omaha Investor Services, Inc.
  Omaha, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-26
• S63 Uniform Securities Agent State Law Examination
  2015-11-20

Designations

• Certified Financial Planner

Other Names

• Ryan Kazuo Yamada