Ryan Paul Casperson

Current Employers

Employment History

• 07/2018 → Present
  The Next Level Planning Group
  Chicago, IL
• 09/2014 → 06/2018
  Carleton College Sports Information
  Northfield, MN
• 04/2017 → 09/2017
  The Next Level Planning Group
  Chicago, IL
• 07/2019 → 01/2025
  Lincoln Financial Advisors Corporation
  Chicago, IL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Chicago, IL

Previous Registrations

• 2021-07-23 → 2025-01-24
  Osaic Fa, Inc.
  Chicago, IL

Other Businesses

1) RYAN CASPERSON 8755 W. HIGGINS ROAD SUITE 200 CHICAGO, IL 60631 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT/EMPLOYEE DUTIES: SALE AND SERVICE OF DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE: 5/1/2023 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 2) THE NEXT LEVEL PLANNING GROUP POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/02/2018 ADDRESS: 8755 W Higgins Rd Suite 200, Chicago IL 60631, United States DESCRIPTION: Registered Financial Professional associated with Adam Stock: Provide advice to clients on their financial plans, insurance policies, investment strategies. Analyze and prepare meeting materials for clients and prospective clients.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-20