Ryan
Zeeb

Howard Bailey Securities, LLC

CRD#5969856
Investment Advisor
in Perrysburg, OH

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About this Advisor

Ryan Zeeb is a financial advisor based in Perrysburg, Ohio, working with Howard Bailey Securities, LLC. Ryan has previously held positions at Camelot Portfolios, LLC, Oneascent Financial Services, Howard Bailey Financial, Inc, and Genacy LLC. Ryan has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Ryan is part of Howard Bailey Securities, LLC, which operates out of Perrysburg, Ohio. The firm has 3 offices and 15 employees. The firm manages assets totaling $463.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Howard Bailey Securities, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2280 Levis Commons Blvd.
Perrysburg, OH 43551

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Howard Bailey Securities, LLC Brokerage Details

Total Assets Under Management

$463,303,000

OH Average: $1,347,246,178
Total Number of Employees

15

OH Average: 46
Total Number of Accounts

4,344

OH Average: 1,775
Average Account Size

$106,654

OH Average: $759,012

Investment Advisory Services

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

Ryan Zeeb Work History

2023 - Present (2 years)

Howard Bailey Financial, Inc

2019 - 2023 (4 years)

Genacy LLC

2018 - 2019 (1 year)

Oneascent Financial Services

2013 - 2018 (5 years)

Camelot Portfolios, LLC

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Disclosures

Please visit the SEC profile of Ryan Zeeb 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 Howard Bailey Securities, LLC

Grant Welter
Fort Wayne, IN
John Nuechterlein
Fort Wayne, IN
Sara Provines
Fort Wayne, IN
Robert Mccoy
Fort Wayne, IN
Jason Pruitt
Fort Wayne, IN
Marshal Johnson
Fort Wayne, IN
Ryan Zeeb
Perrysburg, OH
Reid Braun
Fort Wayne, IN

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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