Ryan D. Motsinger

HARVEST FINANCIAL ADVISORS

West Chester, OH 45069

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CRD#: 7171072

Professional summary

Ryan D Motsinger, who also goes by Ryan Motsinger, is a registered financial advisor currently at HARVEST FINANCIAL ADVISORS, LLC located in West Chester, Ohio.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Ryan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Motsinger

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.

Name: Regent University Inv rel: N Add: 1000 Regent University Drive, Virginia Beach, Virginia 23464 Nature: Higher Education Financial Aid Position: Financial Aid Support Specialist Start date: 06/01/2023 No. HR/MO: 160 No. HR/MO dur trading: 60 Describe duties: Assist Students by inbounding calls, chats, and emails. Assist academic advisers and admissions counselors.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan D Motsinger'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

February 10, 2025 - Present

HARVEST FINANCIAL ADVISORS, LLC

Office #1: 8840 Cincinnati-dayton Road, West Chester, OH 45069

RIA

CRD#: 145552

West Chester, OH

Past

October 14, 2024 - October 23, 2024

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

CINCINNATI, OH

Past

August 21, 2024 - October 23, 2024

MML INVESTORS SERVICES, LLC

CRD#: 10409

CINCINNATI, OH

Past

January 14, 2020 - May 5, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

FINDLAY, OH

Past

October 25, 2019 - May 5, 2021

LPL FINANCIAL LLC

CRD#: 6413

FINDLAY, OH

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".

HARVEST FINANCIAL ADVISORS, LLC

CRD#: 145552 / SEC#: 801-68507

RIA

Registered Investment Advisory firm - (11/16/2007 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

Ohio
(2/10/2025)

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 66

Date: 9/17/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/21/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/31/2019

Securities Industry Essentials Examination

Current Firm

HARVEST FINANCIAL ADVISORS, LLC

CRD#: 145552 / SEC#: 801-68507

RIA

Registered Investment Advisory firm - (11/16/2007 Approved)

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Contact information

Main Address

8840 Cincinnati-dayton Road, West Chester, OH 45069

Mailing Address

Phone number

(513) 779-3030

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A, 2B 3-31-2025 (8/18/2025)

FORM ADV PART 2A, 2B 3-21-2025 (4/1/2025)

Regulatory assets under management

Total Number of Accounts	1,295
AUM (Assets Under Management)	$ 582,622,483

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/16/2024	Cover Page	Report
10/23/2023	Cover Page	Report
01/18/2023	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Ryan D. Motsinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan D Motsinger's CRS (Customer Relationship Summary).

Certified licenses

Experience

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

HARVEST FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/17/2024

Series 7TO

Date: 8/21/2024

SIE

Date: 8/31/2019

Current Firm

HARVEST FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HARVEST FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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