Ryan Dennis Olson

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

• 01/2005 → Present
  Lpl Financial Llc
  Orcutt, CA
• 08/2010 → 02/2018
  Crew Wealth Management
  Orcutt, CA

Previous Registrations

• 2010-10-14 → 2018-03-21
  Crew Wealth Management
  San Luis Obispo, CA
  San Luis Obispo, CA
• 2009-09-17 → 2009-12-31
  Central Coast Financial Planning, Inc.
  San Luis Obispo, CA

Other Businesses

(1) 11/01/2004: NO BUSINESS NAME - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - INSURANCE (2) 5/14/2018 - WealthCheck - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/04/2018 - 40 Hours Per Month/2 Hours During Securities Trading. (3) 2/23/2021 - Mustang Private Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/01/2021 - 240 Hours Per Month During Securities Trading. (4) 02/05/2025 - Ryse Wealth Management LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 12/31/2017 - 1 hour per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2007-04-12
• S63 Uniform Securities Agent State Law Examination
  2005-03-29

Designations

• Certified Financial Planner