
Ryne M Otis
Marion, IN 46953 opens in a new window call Ryne M Otis at (765) 662-3929 Request an Appointment
I am a financial advisor who works to provide comprehensive financial strategies to businesses, pre-retired and retired individuals. I started in the financial services industry in 2007 and I use my experience to help clients work toward total wealth optimization and reliable income sources in retirement. My focuses consist of: creative tax minimization strategies, estate considerations, retirement planning, insurance planning and high-level investment strategies.
I focus on a holistic financial approach to help: reduce financial risks; optimize current financial situations; maximize potential growth opportunities; and, by working with your team of estate-planning attorneys and tax professionals to optimize total wealth transfer. Together, with your team of professionals, we will work to develop a financial strategy that balances your short-term actions and strategies with your long-term financial goals.
Higher education and in depth financial knowledge are very important to me. As a graduate of Taylor University, I earned my bachelor's degrees in finance and economics. I have earned some of the industry‘s highest designations for the sole purpose of my clients, attorneys, and CPAs; so they are confident knowing I have the education, knowledge and experience to meet their unique financial needs.
I hold the following registrations, licenses and designations:
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
- Chartered Retirement Planning Counselor (CRPC®)
- Chartered Retirement Plans Specialist (CRPS®)
- Accredited Asset Management Specialist™ (AAMS®)
- Uniform Combined State Law Examination (Series 66)
- General Securities Representative (Series 7)
- State Registered Agent (Series 63)
- Investment Company and Variable Contracts Representative (Series 6)
- Life and annuity insurance license
- Accident and health insurance license
Focus areas
- Wealth Strategies
- Intergenerational Planning
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Baseball
- Fishing
- Health & Nutrition
Office Information
Phone Number
Ryne M Otis at (765) 662-3929Branch Team
Office Hours
Weekday | Availability |
---|---|
Mon | 07:30AM - 04:30PM |
Tue | 07:30AM - 04:30PM |
Wed | 07:30AM - 04:30PM |
Thu | 07:30AM - 04:30PM |
Fri | By Appointment Only |
Sat | Closed |
Sun | Closed |
Branch Team
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