RZ
RZ

Ryan Zeeb

10 Years of Experience
Perrysburg, OH

Ryan Zeeb is a registered investment advisor at Howard Bailey Securities, LLC, based in Perrysburg, OH, with 10 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 1,707 clients with $480M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,707 clients
Average Client Portfolio
$284K average
Assets Under Management
$484.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.35%
$1M+0.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2280 Levis Commons Blvd., Perrysburg, OH, 43551

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Howard Bailey Securities, LLC
November 2023 - Present · 2 yrs 5 mos
Previous Registrations
Oneascent Financial Services LLC
August 2018 - August 2019 · 1 yr
Camelot Portfolios, LLC
May 2013 - August 2018 · 5 yrs 3 mos
Greenberg Graham Advisors LLC
October 2011 - July 2013 · 1 yr 9 mos
State Registrations1 state
OH
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ryan Zeeb - Financial Advisor | TrueAdvisor