Ryan James Bruursema

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 09/2022
  Independent Insurance Sales
  Escanaba, MI
• 10/2007 → 05/2021
  Genworth Financial
  Escanaba, MI
• 12/2013 → 09/2022
  Bruursema Financial Management
  Escamaba, MI
• 09/2014 → 05/2021
  Voya Financial Advisors
  Escanaba, MI
• 05/2021 → 09/2022
  Lpl Financial, Llc
  Escanaba, MI
• 07/2022 → Present
  Warner University
  Lake Wales, FL
• 09/2022 → Present
  Infinex Investments, Inc
  Meriden, CT
• 09/2022 → Present
  Citizens Bank And Trust
  Lake Wales, FL

Previous Registrations

• 2021-05-17 → 2022-09-29
  Lpl Financial Llc
  Escanaba, MI
  San Diego, CA
  Escanaba, MI
• 2012-06-21 → 2021-05-19
  Voya Financial Advisors, Inc.
  Escanaba, MI
• 2010-09-28 → 2012-06-05
  Raymond James Financial Services Advisors, Inc
  Escanaba, MI

Other Businesses

1.)Warner University. Head coach of clay target team. Not investment related. Approx 20 hours per month. Approx 12 hours during trading hours. Recruiting and coaching for team

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-30
• S63 Uniform Securities Agent State Law Examination
  1998-05-13