Ryan Bruursema (CRD# 3031823) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Lake Wales, FL and has over 25 years of experience in the finance industry.
CRD# 5383309
Truist Advisory Services, Inc.
CRD# 2800204
Lpl Financial LLC
CRD# 5963139
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Bank And Trust | Lake Wales, FL | Sep 2022 - Current | 1 |
| Infinex Investments, Inc. | Meriden, CT | Sep 2022 - Current | 1 |
| Warner University | Lake Wales, FL | Jul 2022 - Current | 1 |
| Lpl Financial, LLC | Escanaba, MI | May 2021 - Sep 2022 | 1 |
| Bruursema Financial Management | Escamaba, MI | Dec 2013 - Sep 2022 | 8 |
| Independent Insurance Sales | Escanaba, MI | Sep 2005 - Sep 2022 | 17 |
| Voya Financial Advisors | Escanaba, MI | Sep 2014 - May 2021 | 6 |
| Genworth Financial | Escanaba, MI | Oct 2007 - May 2021 | 13 |
| Ing Financial Partners Inc. | Escanaba, MI | Jun 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1998 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2010 |
- FL
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Total Assets Under Management3,627MILLIONS
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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