RO
Ryan M. Olson
GALLAGHER FIDUCIARY ADVISORS
Dallas, TX 75251
Some features on this profile are disabled
CRD#: 3264913
RO
Professional summary
Ryan Martin Olson, CFP® is a registered financial advisor currently at GALLAGHER FIDUCIARY ADVISORS, LLC located in Dallas, Texas and OSAIC WEALTH, INC. located in Dallas, Texas.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Ryan has worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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)The Triple C Ranch/Farm; not investment related; 2076 CR 1560,Chico,TX 76431; ranching & farming;owner;8/1/2011;8 hrs/month; 0 hrs during trading; oversee the ranching operations 2) Elite Sports Officials; not investment related, North Richland Hills, TX, athletic officiating, 12 hrs/month, 0 during trading. Started 08/2023 as a baseball umpire 2) TEXAS ASSOCIATION OF SPORTS OFFICIALS (TASO) POSITION: Baseball Umpire NATURE: TASO is the organization that provides sport officials for the various sports in Texas. I'm a baseball umpire INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024 ADDRESS: 1221 W. Campbell Rd, Richardson TX 75080, United States DESCRIPTION: I umpire baseball games 3) ELITE SPORTS OFFICIALS POSITION: umpire NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 6108 Melody Lane, Watauga TX 76148, United States DESCRIPTION: baseball umpire 4) FAMILY RANCH POSITION: owner NATURE: sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2011 ADDRESS: 2075 CR 1560, Chico TX 76431, United States DESCRIPTION: Family Ranch 5) GALLAGHER FIDUCIARY ADVISORS POSITION: Sr. Retirement Consultant NATURE: Gallagher Fiduciary Advisors is our RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 240 START DATE: 04/01/2020 ADDRESS: 12750 Merit Drive, Suite 1000, Dallas TX 75251, United States DESCRIPTION: Retirement Consultant for our RIA clients
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Martin Olson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
April 18, 2022 - Present
GALLAGHER FIDUCIARY ADVISORS, LLC
Office #1: 12750 Merit Dr., Ste. 1000, Dallas, TX 75251RIA
CRD#: 146509
Dallas, TX
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 12750 Merit Dr Ste 1000, Dallas, TX 75251RIA
BD
CRD#: 23131
Dallas, TX
Past
March 28, 2022 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Dallas, TX
Past
April 22, 2020 - April 6, 2022
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
Dallas, TX
Past
April 22, 2020 - March 31, 2022
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
Dallas, TX
Past
June 9, 2014 - April 8, 2020
TRANSAMERICA INVESTORS SECURITIES, LLC
BD
CRD#: 32205
HARRISON, NY
Past
January 9, 2013 - May 2, 2014
ADP BROKER-DEALER, INC.
BD
CRD#: 37693
ROSELAND, NJ
Past
January 3, 2012 - December 20, 2012
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
WESTLAKE, TX
Past
August 10, 2004 - September 15, 2006
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
COVINGTON, KY
Past
August 26, 2002 - January 3, 2012
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
WESTLAKE, TX
Past
September 3, 1999 - August 26, 2002
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
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".
GF
GALLAGHER FIDUCIARY ADVISORS, LLC
COMPASS POINT RETIREMENT PLANNING | YANNI PARTNERS, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | RIVERS INVESTMENT GROUP | KUSSKE FINANCIAL MANAGEMENT | INVESTAR ASSET MANAGEMENT | INDEPENDENT FIDUCIARY SERVICES, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | GBS INVESTMENT CONSULTING, LLC | GALLAGHER INVESTMENTS | GALLAGHER FIDUCIARY ADVISORS, LLC | FLAGSTONE WEALTH MANAGEMENT | FINANCIAL CONSULTANTS OF AMERICA
CRD#: 146509 / SEC#: 801-68868
RIA
Registered Investment Advisory firm - (3/17/2008 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(8/23/2024)
RR
Iowa(8/23/2024)
RR
Louisiana(8/23/2024)
RR
Michigan(8/23/2024)
RR
New Mexico(8/23/2024)
RR
Ohio(8/23/2024)
RR
Oklahoma(8/23/2024)
RR
South Carolina(8/23/2024)
IAR
Texas(4/18/2022)
RR
Texas(8/23/2024)
RR
Utah(8/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GF
GALLAGHER FIDUCIARY ADVISORS, LLC
COMPASS POINT RETIREMENT PLANNING | YANNI PARTNERS, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | RIVERS INVESTMENT GROUP | KUSSKE FINANCIAL MANAGEMENT | INVESTAR ASSET MANAGEMENT | INDEPENDENT FIDUCIARY SERVICES, A DIVISION OF GBS INVESTMENT CONSULTING, LLC | GBS INVESTMENT CONSULTING, LLC | GALLAGHER INVESTMENTS | GALLAGHER FIDUCIARY ADVISORS, LLC | FLAGSTONE WEALTH MANAGEMENT | FINANCIAL CONSULTANTS OF AMERICA
CRD#: 146509 / SEC#: 801-68868
RIA
Registered Investment Advisory firm - (3/17/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2850 Golf Road, Rolling Meadows, IL 60008
Mailing Address
Phone number
(212) 330-1011
Established
Firm type
Fiscal year end
# of Employees
221
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,754 |
| AUM (Assets Under Management) | $ 180,614,282,519 |
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
GALLAGHER FIDUCIARY ADVISORS, LLC
CRD#: 146509Dallas, TX 75251TRUST BUT VERIFY
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