Ryan K. Foncannon

OLLIE GRANT PRIVATE WEALTH

EVANSVILLE, IN 47708

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CRD#: 6381115

Professional summary

Ryan Kennedy Foncannon is a registered financial advisor currently at OLLIE GRANT PRIVATE WEALTH located in Evansville, Indiana.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Ryan has worked at 5 firms and has passed the Series 65 exam.

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.

S.W.A.N. FINANCIAL SOLUTIONS, THE BUSINESS IS NOT INVESTMENT RELATED, 5224 STONEHEDGE DRIVE, EVANSVILLE INDIANA 47715, NATURE OF THE BUSINESS IS INSURANCE RELATING TO: HEALTH, LIFE, LONG-TERM CARE, ACCIDENT, CARE, CANCER, AND FIXED/INDEXED ANNUITIES. I AM THE OWNER AND FOUNDER OF THE BUSINESS. I AM THE ONLY EMPLOYEE OF THIS BUSINESS AT THIS TIME. BUSINESS STARTED ON 04/01/2012 I MADE IT INTO AN LLC EARLIER ON THIS YEAR AROUND MARCH, I WORK 120-360 HOURS PER MONTH THAT ARE DEVOTED TO THIS BUSINESS IN SOME FORM OR MANNER, THIS IS THE ONLY BUSINESS I DEVOTE TIME TO DURING SECURITIES TRADING HOURS, I RUN ALL ASPECTS OF THE BUSINESS FROM SEEKING NEW CLIENT ACTIVITIES, CURRENT CLIENT ACTIVITIES, BUSINESS ACTIVITIES, THAT INCLUDE MARKETING, SEEKING NEW PARTNERSHIPS AND CONTRACTS, CUSTOMER SERVICES, HANDLING TECH ISSUES, PUBLIC RELATIONS, ACCOUNTING AND LEGAL ISSUES, EDUCATION AND TRAINING, AND ANYTHING ELSE THAT MAY COME UP IN THE COURSE OF DOING BUSINESS OR TRYING TO GROWN THIS BUSINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Kennedy Foncannon'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®

None

Experience

Current

October 1, 2024 - Present

OLLIE GRANT PRIVATE WEALTH

Office #1: 123 Nw 4th Street Suite 14, Evansville, IN 47708

RIA

CRD#: 332010

EVANSVILLE, IN

Past

April 5, 2022 - December 7, 2022

PEACE OF MIND WEALTH MANAGEMENT

RIA

CRD#: 317455

EVANSVILLE, IN

Past

December 13, 2018 - December 31, 2020

ELITE INVESTMENT TEAM LLC

RIA

CRD#: 296922

Evansville, IN

Past

October 31, 2017 - January 3, 2025

COPPELL ADVISORY SOLUTIONS LLC

RIA

CRD#: 156549

Evansville, IN

Past

August 7, 2014 - October 19, 2017

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

EVANSVILLE, IN

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

Indiana
(10/1/2024)

IAR

New York
(9/17/2025)

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

State Security Law Exam

IAR

Series 65

Date: 8/2/2014

Uniform Investment Adviser Law Examination

Current Firm

OLLIE GRANT PRIVATE WEALTH

OLLIE GRANT PRIVATE WEALTH | OLLIE GRANT PRIVATE WEALTH, LLC

CRD#: 332010 / SEC#:

Indiana

Registered Investment Advisory firm - (10/1/2024 Approved)

New York

Registered Investment Advisory firm - (9/17/2025 Approved)

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Contact information

Main Address

123 Nw 4th Street Suite 14, Evansville, IN 47708

Mailing Address

Phone number

(855) 792-6836

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Ryan K. Foncannon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Kennedy Foncannon's CRS (Customer Relationship Summary).

Certified licenses

Experience

OLLIE GRANT PRIVATE WEALTH

PEACE OF MIND WEALTH MANAGEMENT

ELITE INVESTMENT TEAM LLC

COPPELL ADVISORY SOLUTIONS LLC

HORTER INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/2/2014

Current Firm

OLLIE GRANT PRIVATE WEALTH

Contact information

Documents

Red Flags

Company Information

OLLIE GRANT PRIVATE WEALTH

TRUST BUT VERIFY

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