RD
Ryan W. Derosier
GREAT LAKES ADVISORS
Milwaukee, WI 53202
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CRD#: 5983997
RD
Professional summary
Ryan William Derosier is a registered financial advisor currently at GREAT LAKES ADVISORS, LLC located in Milwaukee, Wisconsin.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Ryan has worked at 4 firms and has passed the Series 65 and SIE 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan William Derosier'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®
NoneExperience
Current
January 9, 2026 - Present
GREAT LAKES ADVISORS, LLC
Office #1: 731 N. Jackson Street, Milwaukee, WI 53202RIA
CRD#: 110757
Milwaukee, WI
Past
November 14, 2025 - December 31, 2025
GREAT LAKES ADVISORS, LLC
RIA
CRD#: 110757
CHICAGO, IL
Past
May 5, 2022 - January 28, 2025
WINTRUST INVESTMENTS LLC
RIA
CRD#: 875
Milwaukee, WI
Past
August 29, 2012 - December 4, 2020
BMO ASSET MANAGEMENT CORP.
RIA
CRD#: 106466
CHICAGO, IL
Past
February 21, 2012 - June 8, 2012
M&I INVESTMENT MANAGEMENT CORP.
RIA
CRD#: 109802
LEAWOOD, KS
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".
GREAT LAKES ADVISORS, LLC
FOCUSED ADVISORS | WINTRUST WEALTH MANAGEMENT | WINTRUST PRIVATE CLIENT | WINTRUST CAPITAL MANAGEMENT, LLC | WAYNE HUMMER PREMIER ADVISORS | WAYNE HUMMER MANAGEMENT CO | WAYNE HUMMER INVESTMENT MANAGEMENT SERVICES | WAYNE HUMMER ASSET MANAGEMENT COMPANY, L.L.C. | WAYNE HUMMER ASSET MANAGEMENT COMPANY | LAKE FOREST CAPITAL MANAGEMENT COMPANY | GREAT LAKES ADVISORS, LLC | GREAT LAKES ADVISORS, INC. | GREAT LAKES ADVISORS HOLDINGS, LLC
CRD#: 110757 / SEC#: 801-16937
RIA
Registered Investment Advisory firm - (3/24/1982 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.Highlighted states indicate IAR registrations
IAR
Illinois(1/9/2026)
IAR
Texas(2/3/2026)
IAR
Wisconsin(1/9/2026)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
GREAT LAKES ADVISORS, LLC
FOCUSED ADVISORS | WINTRUST WEALTH MANAGEMENT | WINTRUST PRIVATE CLIENT | WINTRUST CAPITAL MANAGEMENT, LLC | WAYNE HUMMER PREMIER ADVISORS | WAYNE HUMMER MANAGEMENT CO | WAYNE HUMMER INVESTMENT MANAGEMENT SERVICES | WAYNE HUMMER ASSET MANAGEMENT COMPANY, L.L.C. | WAYNE HUMMER ASSET MANAGEMENT COMPANY | LAKE FOREST CAPITAL MANAGEMENT COMPANY | GREAT LAKES ADVISORS, LLC | GREAT LAKES ADVISORS, INC. | GREAT LAKES ADVISORS HOLDINGS, LLC
CRD#: 110757 / SEC#: 801-16937
RIA
Registered Investment Advisory firm - (3/24/1982 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
231 S. Lasalle Street 4th Floor, Chicago, IL 60604
Mailing Address
Po Box 750, Chicago, IL 60606-0750
Phone number
(312) 431-1700
Established
Firm type
Fiscal year end
# of Employees
86
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,771 |
| AUM (Assets Under Management) | $ 15,298,949,943 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/21/2026 | ||
| 09/25/2024 | ||
| 09/27/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GREAT LAKES ADVISORS, LLC
CRD#: 110757Milwaukee, WI 53202TRUST BUT VERIFY
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