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

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
RP

Ryan D. Preiss

FINANCIAL SENSE ADVISORS
Eagle, ID
CRD#: 6654122
Some features on this profile are disabled
RP
Ryan Douglas PreissFINANCIAL SENSE ADVISORS

Professional summary

Ryan Douglas Preiss is a registered financial advisor currently at FINANCIAL SENSE ADVISORS, INC. located in Eagle, Idaho and FINANCIAL SENSE SECURITIES, INC. located in San Diego, California.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Ryan has worked at 5 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 6 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Douglas Preiss's CRS (Customer Relationship Summary).
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

June 23, 2026 - Present

FINANCIAL SENSE ADVISORS, INC.

RIA
CRD#: 111090
Eagle, ID
Current

June 23, 2026 - Present

FINANCIAL SENSE SECURITIES, INC.

Office #1: 10920 Via Frontera Suite 500, San Diego, CA 92127
BD
CRD#: 39301
SAN DIEGO, CA
Past

July 21, 2025 - June 22, 2026

THEPARTNERS WEALTH MANAGEMENT

RIA
CRD#: 314816
Eagle, ID
Past

August 28, 2020 - January 25, 2022

FINANCIAL SENSE ADVISORS, INC.

RIA
CRD#: 111090
SAN DIEGO, CA
Past

February 26, 2019 - January 25, 2022

FINANCIAL SENSE SECURITIES, INC.

BD
CRD#: 39301
SAN DIEGO, CA
Past

December 24, 2016 - May 30, 2018

FINANCIAL SENSE SECURITIES, INC.

BD
CRD#: 39301
SAN DIEGO, CA
Past

September 29, 2016 - January 11, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA
Past

July 4, 2016 - September 6, 2016

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
SAN DIEGO, CA

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".
FS
FINANCIAL SENSE ADVISORS, INC.
FINANCIAL SENSE ADVISORS, INC. | PUPLAVA FINANCIAL SERVICES INC | FINANCIAL SENSE WEALTH MANAGEMENT

CRD#: 111090 / SEC#: 801-25937

RIA
Registered Investment Advisory firm - (12/31/1985 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
California
(6/23/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/12/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 3/13/2019
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/15/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/30/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/4/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/2/2016
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

FS
FINANCIAL SENSE ADVISORS, INC.
FINANCIAL SENSE ADVISORS, INC. | PUPLAVA FINANCIAL SERVICES INC | FINANCIAL SENSE WEALTH MANAGEMENT

CRD#: 111090 / SEC#: 801-25937

RIA
Registered Investment Advisory firm - (12/31/1985 Approved)
Loading...

Contact information

Main Address
10809 Thornmint Road 2nd Floor, San Diego, CA 92127
Mailing Address
Phone number
(858) 487-3939
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FINANCIAL SENSE ADVISORS, INC MAP BROCHURE (3/31/2025)
FINANCIAL SENSE ADVISORS, INC. BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts1,104
AUM (Assets Under Management)$ 681,412,925

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

FINANCIAL SENSE ADVISORS, INC.

CRD#: 111090Eagle, ID

TRUST BUT VERIFY

Monitor Ryan Preiss

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
HELENA, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
ESTERO, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.