1. Wealthminder
  2. Marion, IN
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 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Edward Jones St. Louis, MO Jan 2017 - Current 7
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
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
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • 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

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