Ryne Otis, financial advisor Marion IN

Ryne Otis

CRD Number: 5454748
Current Firm: Edward Jones

Ryne Otis (CRD# 5454748) is an Investment Advisor Representative working at Edward Jones in Marion, IN and has over 4 years of experience in the finance industry.

Similar Advisors
Matthew Bolinger, financial advisor Marion IN
Matthew A. Bolinger
CRD# 1270929
Lpl Financial LLC
Similar Advisors
Christopher Buxton, financial advisor Marion IN
Christopher M. Buxton
CRD# 4382948
Creative Financial Designs, Inc.
Similar Advisors
William Cardwell, financial advisor Marion IN
William J. Cardwell
CRD# 5602142
Creative Financial Designs, Inc.
Company Name Location Dates Years
Edward Jones St. Louis, MO Jan 2017 - Current 3
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Jan 2017 1
Northwestern Mutual Investment Inservices, LLC Fort Wayne, IN Jul 2013 - Jan 2017 3
Northwestern Mutual Life Insurance Company Milwaukee, WI Apr 2013 - Jan 2017 3
Unemployed Fort Wayne, IN Dec 2012 - Mar 2013 < 1
Edward Jones St Louis, MO Nov 2012 - Dec 2012 < 1
Canterbury High School Fort Wayne, IN Jun 2012 - Oct 2012 < 1
Norwell High School/ Taylor University Upland, IN Aug 2000 - May 2012 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2015
S66 NASAA Uniform Combined State Law Examination Feb 2017
Contact Info for Ryne M. Otis
Phone Number: 314-515-2000
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    328,989
    MILLIONS
  • Total Number of Accounts
    3,047,151
    ACCOUNTS
  • Average Account Value
    $107,966
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.