Ryan
Geary

Resolute Wealth Advisor, Inc

CRD#6751854
Investment Advisor
in Findlay, OH

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About this Advisor

Ryan Geary is a financial advisor based in Findlay, Ohio, working with Resolute Wealth Advisor, Inc. Ryan has previously held positions at Nylife Securities, LLC, St. Bonore Financial, Kent State University, Firelands Federal Credit Union, and Resolute Wealth Advisor, Inc. Ryan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Ryan is part of Resolute Wealth Advisor, Inc, which operates out of Findlay, Ohio. The firm has 6 employees and manages assets totaling $199.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Resolute Wealth Advisor, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1100 East Main Cross Street Suite 157
Findlay, OH 45840

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Resolute Wealth Advisor, Inc Brokerage Details

Total Assets Under Management

$199,674,818

OH Average: $2,106,341,625
Total Number of Employees

6

OH Average: 34
Total Number of Accounts

657

OH Average: 1,972
Average Account Size

$303,919

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Ryan Geary Work History

2022 - Present (3 years)

Resolute Wealth Advisor, Inc

2022 - Present (3 years)

Resolute Wealth Advisor, Inc

2017 - 2022 (5 years)

Nylife Securities, LLC

2017 - 2018 (1 year)

St. Bonore Financial

2014 - 2017 (3 years)

Firelands Federal Credit Union

2011 - 2016 (5 years)

Kent State University

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Disclosures

Please visit the SEC profile of Ryan Geary to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Resolute Wealth Advisor, Inc

Brayden Thomas
Findlay, OH
Beau Bryant
Findlay, OH
Ryan Geary
Findlay, OH
Scott Hohman
Findlay, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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