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Ryan Geary

Advisor at Resolute Wealth Advisor, Inc.

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Resolute Wealth Advisor, Inc. logo

Firm

Resolute Wealth Advisor, Inc.

Location

Findlay, OH 45840

Credentials

CFP®, Series 63, Series 65

Industry experience

8 years

About

Ryan Geary is a CFP® with eight years of industry experience, currently serving at Resolute Wealth Advisor, Inc. since 2022. Prior to this, he worked at NYLIFE Securities, LLC and St. Bonore Financial, among others. Outside of his advisory role, he is an owner of rental property through G & J Northwest Rentals, LLC. Resolute Wealth Advisor, Inc. provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm emphasizes asset allocation, diversification, and factor-aware equity exposure within a generally efficient market framework and offers specialized services for retirement plans and institutional clients.

Client services

Based on Resolute Wealth Advisor, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Resolute Wealth Advisor, Inc.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Based on Resolute Wealth Advisor, Inc.

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees for financial plans range from $2,500 to $15,000; negotiable.

Percentage

$0 - $499,999: 1.00% $500,000 - $1,999,999: 0.75% $2,000,000 - $4,999,999: 0.50% $5,000,000 - $9,999,999: 0.25% $10,000,000+: 0.20%

Project-based

Fees for financial consulting services may be billed hourly; specific hourly rates not stated.

Other

Account minimum: $500,000 Fee-only: Fixed fees range from $2,500 to $15,000 for financial planning; fees are negotiable.

Location

1100 East Main Cross Street, Suite 157

Findlay, OH 45840

Most active in

Ohio

Work history

Resolute Wealth Advisor, Inc.

2022 - Present (4 years)

Resolute Wealth Advisor, Inc.

2022 - Present (4 years)

NYLIFE Securities, LLC

2017 - 2022 (5 years)

St. Bonore Financial

2017 - 2018 (1 year)

Firelands Federal Credit Union

2014 - 2017 (3 years)

Kent State University

2011 - 2016 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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