Ronald D. Kyzar
Professional summary
Ronald Douglas Kyzar, who also goes by Ron Kyzar, is a registered financial advisor currently at OSAIC WEALTH, INC. located in Clinton, Mississippi.
Ronald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Ronald has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ronald Douglas Kyzar's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Ronald Douglas Kyzar's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 24, 2025 - Present
OSAIC WEALTH, INC.
Office #1: 301 E College Street Suite A3, Clinton, MS 39056January 24, 2025 - Present
OSAIC WEALTH, INC.
Office #1: 301 E College Street Suite A3, Clinton, MS 39056February 24, 2020 - January 24, 2025
OSAIC FS, INC.
November 5, 2018 - January 24, 2025
OSAIC FS, INC.
January 31, 2013 - November 2, 2018
PARKLAND SECURITIES, LLC
February 18, 2009 - February 5, 2013
AMERITAS INVESTMENT COMPANY, LLC
January 1, 2004 - December 31, 2008
VOYA FINANCIAL ADVISORS, INC.
June 22, 1999 - January 1, 2004
LOCUST STREET SECURITIES, INC.
September 11, 1998 - June 21, 1999
VOYA FINANCIAL ADVISORS, INC.
March 1, 1996 - September 10, 1998
MML INVESTORS SERVICES, LLC
September 23, 1993 - December 31, 1994
WOODBURY FINANCIAL SERVICES, INC.
July 6, 1987 - March 1, 1996
G. R. PHELPS & CO., INC.
May 16, 1984 - July 15, 1987
MML INVESTORS SERVICES, LLC
January 25, 1984 - July 22, 1987
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Primary Firm SEC Registration
OSAIC WEALTH, INC.
CRD#: 23131 / SEC#: 801-54859, 8-40218
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/24/2025)
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Exams
FINRA
Current Firm
OSAIC WEALTH, INC.
CRD#: 23131 / SEC#: 801-54859, 8-40218
Contact information
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| OSAIC, INC. | SHAREHOLDER | |
| CORNICK, GREGORY ALLEN | CEO, PRESIDENT, DIRECTOR | 3132991 |
| FORD, ERINN JUNE | DIRECTOR | 2176816 |
| MIHAL, SHAWN MICHAEL | SVP, CHIEF COMPLIANCE OFFICER | 3262384 |
| MITCHELL, CHRISTOPHER MILLS | CORPORATE TREASURER, FINANCIAL PRINCIPAL | 2420144 |
| PRICE, JAMES DALE | CHAIRMAN | 1243224 |
| SCHLUETER, MATTHEW ADAM | EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR | 2627931 |
Regulatory assets under management
| Total Number of Accounts | 797,559 |
| AUM (Assets Under Management) | $ 200,266,275,275 |
Disclosures
| Regulatory Event | 50 |
| Arbitration | 31 |
| Bond | 7 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/14/2025 | ||
| 12/18/2024 | ||
| 01/26/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
OSAIC WEALTH, INC.
CRD#: 23131Clinton, MS 39056TRUST BUT VERIFY
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