AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
RW

Ryan Biesinger Wall

OASIS ADVISORS
WASHINGTON, UT
·CRD# 3246004·27 years experience

Professional Summary

Ryan Biesinger Wall is a registered financial advisor currently at OASIS ADVISORS located in Washington, Utah. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Ryan has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 6, Series 7 and Series 26 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Paul Elliott Bullock
Paul Elliott Bullock

WELLINGTON INVESTMENT ADVISORS

BLOOMINGTON, IN · CRD#
View profile
Benjamin Conteh
Benjamin Conteh

BARGELD FINANCIAL

MEDIA, PA · CRD#
Craig Stuart Johlfs
Craig Stuart Johlfs

LPL FINANCIAL LLC

GREENWOOD VILLAGE, CO · CRD#
Daniel Wesley Prevett
Daniel Wesley Prevett

STIRLINGSHIRE INVESTMENTS

Berea, KY · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Paul Elliott Bullock
Paul Elliott Bullock

WELLINGTON INVESTMENT ADVISORS

BLOOMINGTON, IN · CRD#
Benjamin Conteh
Benjamin Conteh

BARGELD FINANCIAL

MEDIA, PA · CRD#
Craig Stuart Johlfs
Craig Stuart Johlfs

LPL FINANCIAL LLC

GREENWOOD VILLAGE, CO · CRD#
Daniel Wesley Prevett
Daniel Wesley Prevett

STIRLINGSHIRE INVESTMENTS

Berea, KY · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Paul Elliott Bullock
Paul Elliott Bullock

WELLINGTON INVESTMENT ADVISORS

BLOOMINGTON, IN · CRD#
Benjamin Conteh
Benjamin Conteh

BARGELD FINANCIAL

MEDIA, PA · CRD#
Craig Stuart Johlfs
Craig Stuart Johlfs

LPL FINANCIAL LLC

GREENWOOD VILLAGE, CO · CRD#
Daniel Wesley Prevett
Daniel Wesley Prevett

STIRLINGSHIRE INVESTMENTS

Berea, KY · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Paul Elliott Bullock
Paul Elliott Bullock

WELLINGTON INVESTMENT ADVISORS

BLOOMINGTON, IN · CRD#
Benjamin Conteh
Benjamin Conteh

BARGELD FINANCIAL

MEDIA, PA · CRD#
Craig Stuart Johlfs
Craig Stuart Johlfs

LPL FINANCIAL LLC

GREENWOOD VILLAGE, CO · CRD#
Daniel Wesley Prevett
Daniel Wesley Prevett

STIRLINGSHIRE INVESTMENTS

Berea, KY · CRD#

Years of Experience

27 years in the financial services industry

Current & Past Employments

OASIS ADVISORS·CRD# 335555
RIA
363 North Oak Ridge Ct., Washington, UT 84780
May 28, 2025 - Present
TERRA WEALTH·CRD# 320643
RIA
Washington, UT
October 11, 2022 - April 7, 2025
PFS INVESTMENTS INC.·CRD# 10111
RIA
St George, UT
June 16, 2022 - October 13, 2022
PFS INVESTMENTS INC.·CRD# 10111
BD
St George, UT
March 14, 2015 - October 13, 2022
IDS LIFE INSURANCE COMPANY·CRD# 6321
BD
Minneapolis, MN
September 15, 1999 - January 22, 2001
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Minneapolis, MN
September 15, 1999 - January 22, 2001

Similar Advisors

Paul Elliott Bullock
Paul Elliott Bullock

WELLINGTON INVESTMENT ADVISORS

BLOOMINGTON, IN · CRD#
Benjamin Conteh
Benjamin Conteh

BARGELD FINANCIAL

MEDIA, PA · CRD#
Craig Stuart Johlfs
Craig Stuart Johlfs

LPL FINANCIAL LLC

GREENWOOD VILLAGE, CO · CRD#
Daniel Wesley Prevett
Daniel Wesley Prevett

STIRLINGSHIRE INVESTMENTS

Berea, KY · CRD#

Current Firm

OA
OASIS ADVISORS

OASIS ADVISORS | OASIS ADVISORS, LLC

CRD#: 335555 / SEC#: 801-132394
RIA
Registered Investment Advisory firm - SEC (4/11/2025 Approved)

Contact Information

Main Address

136 S 4th Street, Forest City, IA 50436

Phone Number

(641) 251-6001

# of Employees

27

SEC notice filing (23 States and Territories)

Registered to provide investment advisory services in 23 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - OASIS ADVISORS (3/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

5,052

AUM (Assets Under Management)

$277,687,094

Similar Advisors

Paul Elliott Bullock
Paul Elliott Bullock

WELLINGTON INVESTMENT ADVISORS

BLOOMINGTON, IN · CRD#
Benjamin Conteh
Benjamin Conteh

BARGELD FINANCIAL

MEDIA, PA · CRD#
Craig Stuart Johlfs
Craig Stuart Johlfs

LPL FINANCIAL LLC

GREENWOOD VILLAGE, CO · CRD#
Daniel Wesley Prevett
Daniel Wesley Prevett

STIRLINGSHIRE INVESTMENTS

Berea, KY · CRD#

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Licensed insurance agent; sells insurance and annuity business; INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH. 2) Wallert Group LLC - Multi Member LLC - I am 50% owner and Ryan Wall is 50% owner. This LLC provides marketing and workflow services to Monte Cristo Technology LLC, a real estate asset owner offering fractional real estate ownership to accredited investors as an advanced tax strategy.

Similar Advisors

Paul Elliott Bullock
Paul Elliott Bullock

WELLINGTON INVESTMENT ADVISORS

BLOOMINGTON, IN · CRD#
Benjamin Conteh
Benjamin Conteh

BARGELD FINANCIAL

MEDIA, PA · CRD#
Craig Stuart Johlfs
Craig Stuart Johlfs

LPL FINANCIAL LLC

GREENWOOD VILLAGE, CO · CRD#
Daniel Wesley Prevett
Daniel Wesley Prevett

STIRLINGSHIRE INVESTMENTS

Berea, KY · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OA
OASIS ADVISORS

OASIS ADVISORS | OASIS ADVISORS, LLC

CRD#: 335555 / SEC#: 801-132394
RIA
Registered Investment Advisory firm - SEC (4/11/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Texas
(5/28/2025)
IAR
Utah
(5/28/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2022About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2015About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 2015About the Series 6 exam

Series 7 — General Securities Representative Examination

Passed Sep 1999About the Series 7 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Nov 2021About the Series 26 exam

Similar Advisors

Paul Elliott Bullock
Paul Elliott Bullock

WELLINGTON INVESTMENT ADVISORS

BLOOMINGTON, IN · CRD#
Benjamin Conteh
Benjamin Conteh

BARGELD FINANCIAL

MEDIA, PA · CRD#
Craig Stuart Johlfs
Craig Stuart Johlfs

LPL FINANCIAL LLC

GREENWOOD VILLAGE, CO · CRD#
Daniel Wesley Prevett
Daniel Wesley Prevett

STIRLINGSHIRE INVESTMENTS

Berea, KY · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Biesinger Wall's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Paul Elliott Bullock
Paul Elliott Bullock

WELLINGTON INVESTMENT ADVISORS

BLOOMINGTON, IN · CRD#
Benjamin Conteh
Benjamin Conteh

BARGELD FINANCIAL

MEDIA, PA · CRD#
Craig Stuart Johlfs
Craig Stuart Johlfs

LPL FINANCIAL LLC

GREENWOOD VILLAGE, CO · CRD#
Daniel Wesley Prevett
Daniel Wesley Prevett

STIRLINGSHIRE INVESTMENTS

Berea, KY · CRD#
RW
Follow Ryan
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required