Ryan Thomsen, financial advisor Raleigh NC
100 score

Ryan Thomsen

CRD Number: 5438732
Current Firm: Oak City Consulting, LLC
Compensation Model: Fee Only

Ryan Thomsen (CRD# 5438732) is an Investment Advisor Representative working at First Oak Wealth Management, LLC in Raleigh, NC, working previously at Fidelity Investments and Edward Jones.


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Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2010 - May 2015 4
Fidelity Brokerage Services LLC Cary, NC Jan 2008 - Jun 2010 2
Fidelity Investments Institutional Services Company, Inc. Cary, NC Sep 2007 - Jan 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Ryan Thomsen
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


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