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Ryan Robert Ledebuhr

Osaic Wealth, Inc.

Rochester, MN

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-01-03
  • MN RA
    APPROVED
    Since 2023-01-03

Branch Locations

2770 Commerce Drive Nw, Rochester, MN 55901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advanced Financial Consultants Rochester MN 10/2021 Present
Mayo Clinic Rochester MN 11/2020 03/2021
Unemployed Rochester MN 04/2021 09/2021
Mayo Clinic Rochester MN 10/2019 11/2020
Mayo Clinic Rochester MN 02/2010 10/2019
Osaic Wealth, Inc. Rochester MN 07/2022 Present
Carter Insurance Inc. Rochester MN 01/2024 Present
  • 10/2021 → Present
    Advanced Financial Consultants
    Rochester, MN
  • 11/2020 → 03/2021
    Mayo Clinic
    Rochester, MN
  • 04/2021 → 09/2021
    Unemployed
    Rochester, MN
  • 10/2019 → 11/2020
    Mayo Clinic
    Rochester, MN
  • 02/2010 → 10/2019
    Mayo Clinic
    Rochester, MN
  • 07/2022 → Present
    Rochester, MN
  • 01/2024 → Present
    Carter Insurance Inc.
    Rochester, MN
Other Businesses

1. COLLECTIVE FINANCIAL GROUP (CFG) POSITION: Social Media NATURE: Corporation? INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 11/04/2021. ADDRESS: 4840 North River Boulevard NE, Suite 100, Cedar Rapids IA 52411, United States DESCRIPTION: I create social media posts for CFG's LinkedIn page. Content sources: CFG Org or Ops calls, CFG Spotlight, CFG anniversaries, CFG conference, CFG FP recognitions, volunteerism, etc. We do about 2 posts per week, but it varies. I submit content through AdTrax for review and approval. 2. Advanced Financial / Advanced Financial Consultants POSITION: Paraplanner NATURE: DBA INVESTMENT RELATED: Yes NO NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 10/04/2021 ADDRESS: 2770 Commerce Drive NW Rochester Minnesota 55901 DESCRIPTION: Assist the advisors with paperwork and forms, attend client meetings and follow up. 3. ADVANCED FINANCIAL CONSULTANTS- FIXED INS POSITION: insurance agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 11/01/2023 ADDRESS: 2770 Commerce Drive, Rochester MN 55901, United States DESCRIPTION: Running life insurance quotes, helping with applications, earning a commission when policies are in-force. 4. ADVANCED FINANCIAL CONSULTANTS - SECURITIES POSITION: Financial Advisor NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 02/21/2024 ADDRESS: 2770 Commerce Drive NW, Rochester MN 55901, United States DESCRIPTION: Assists in developing client relationships, understanding client risks, goals, and overall investment/planning objectives, and helping to implement retirement and financial planning strategies,?andassists Derek Carter with client paperwork and forms, attend client meetings and follow up. 5. CARTER INSURANCE INC. POSITION: Contractor NATURE: Carter Ins is a corp for business expenses/income. INVESTMENT RELATED: No NUMBER OF HOURS: 55 SECURITIES TRADING HOURS: 45 START DATE: 01/01/2026 ADDRESS: 2770 Commerce Drive NW, Rochester MN 55901, United States DESCRIPTION: Servicing clients of Carter Insurance (Derek Carter) - both securities and fixed.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-31
  • S66 Uniform Combined State Law Examination
    2022-12-31
Other Names
  • Ryan Ledebuhr

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