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Ryan J. Thurber-Dean

Osaic Wealth, Inc.

Westminster, CO

Westminster, CO

CRD 5581722

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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:

Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-11-01
  • CO RA
    APPROVED
    Since 2022-11-01

Branch Locations

Westminster, CO • United States

Westminster, CO • 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
Elevations Credit Union Wistminster CO 07/2012 11/2022
Cuso Financial Services, Lp San Diego CA 07/2012 11/2022
Osaic Wealth, Inc. Centennial CO 11/2022 Present
  • 07/2012 → 11/2022
    Elevations Credit Union
    Wistminster, CO
  • 07/2012 → 11/2022
    Cuso Financial Services, Lp
    San Diego, CA
  • 11/2022 → Present
    Centennial, CO
Previous Registrations
  • 2012-08-07 → 2022-11-01
    Cuso Financial Services, L.P.
    Louisville, CO
    Broomfield, CO
    Layfayette, CO
    Layfayette, CO
  • 2011-05-04 → 2012-07-25
    Pnc Managed Account Solutions, Inc.
    Denver, CO
  • 2008-11-03 → 2011-03-31
    Arvada, CO
    Westminster, CO
    St Louis, MO
Other Businesses

1) WINDWATER CAPITAL PARTNERS POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/01/2022 ADDRESS: 12835 E Arapahoe Road, Suite 2-710, Centennial CO 80112, United States DESCRIPTION: Insurance sales and service for various carriers.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-16
  • S66 Uniform Combined State Law Examination
    2008-10-16
Other Names
  • Ryan Thurber-Dean
  • Ryan James Thurber-Dean
  • Ryan J Thurber-Dean

View on SEC IAPD

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