Ryan Allen Sexson

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

• 06/2009 → 08/2021
  Compass Bank
  Birmingham, AL
• 05/2013 → 08/2021
  Bbva Securities Inc.
  Albuquerque, NM
• 07/2014 → 08/2021
  Bbva Wealth Solutions Inc.
  Albuquerque, NM
• 11/2009 → 08/2021
  Bbva Compass Insurance Agency, Inc.
  Austin, TX
• 08/2021 → 10/2023
  U.S. Bancorp Investments, Inc.
  Albuquerque, NM
• 11/2023 → Present
  Osaic Wealth, Inc.
  Albuquerque, NM

Previous Registrations

• 2021-08-10 → 2023-10-18
  U.S. Bancorp Investments, Inc.
  Los Lunas, NM
  Albuquerque, NM
  Albuquerque, NM
  Gallup, NM
  Santa Fe, NM
  Albuquerque, NM
  Taos, NM
  Belen, NM
  Santa Fe, NM
  Taos, NM
  Sante Fe, NM
  Albuquerque, NM
• 2014-07-11 → 2021-08-06
  Pnc Managed Account Solutions, Inc.
  Albuquerque, NM
  Albuquerque, NM
  Albuquerque, NM
  Albuquerque, NM

Other Businesses

1. NEW MEXICO MUSEUM OF NATURAL HISTORY FOUNDATION POSITION: Volunteer Board Member/Treasurer NATURE: Non Profit charitable foundation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 1801 Mountain Road NW, Albuquerque NM 87104, United States DESCRIPTION: Volunteer board member. Help with charitable fundraising. Currently serving as treasurer, I deliver a financial overview to the board. No check writing ability. Transactions to be completed by Foundation staff. 2. RSI WEALTH MANAGEMENT AND CONSULTING LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2023 ADDRESS: 6705 Arroyo Del Oso Ave NE, Albuquerque NM 87109, United States DESCRIPTION: This is an LLC for marketing.RSI Wealth Management and Consulting, LLC 3. RYAN SEXSON - FIXED INSURANCE POSITION: Insurance Representative NATURE: Compensation paid directly by the carrier to Ryan Sexson individually. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2025 ADDRESS: 6705 arroyo del oso ave ne, albuquerque NM 87109, United States DESCRIPTION: Sales and servicing of Fixed Annuity and Insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-07-07
• S63 Uniform Securities Agent State Law Examination
  2010-05-25

Other Names

• Ryan A Sexson
• Ryan A. Sexson