Ryan Dauterman

Investment Advisor Representative

Partnering with you to create your financial GamePlan

Ryan’s goal is to inspire clients to achieve financial peace by partnering with them to create a clear GamePlan and strategy, freeing them to focus on the most important things in life. His knowledge and experience have helped him build a large clientele within the community where he was raised, while his personal skills, honesty, and professional customer service have earned him the loyalty of a diverse client base.

He specializes in helping retirees (or those near retirement) navigate the complex financial issues common to this stage of life. He serves high income professionals and clients in transition due to inheritance, job changes, loss of loved ones, divorce, marriage and growing families. Ryan and his team take care of all the details, which can help give his clients peace of mind.

Education

Ryan attended Defiance College, where he graduated with degrees in Business and Marketing.

Registrations

Securities Registered in CA, FL, IL, IN, KY, MI, NC, OH, SC, TX

Securities Registration Series 7, 63, and 66

Securities Designations
AIF^® Accredited Investment Fiduciary

Personal

Ryan and his wife, Penny, reside in Portage, Ohio. They are the parents of three adult children; Brittany, Brik, and Braden.

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.

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Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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

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