Madison Partners
45yrs
Top advisor by experience at Madison Partners
6yrs
Based in Manitowoc, Wisconsin, Dylan Ruby is a fiduciary financial advisor with 6 years of industry experience. Dylan has been with Osaic Wealth since 2024; before that, Dylan spent four years at Woodbury Financial Services. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 34 advisors with offices in Manitowoc, and one of 30 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office2316 Washington Street, Manitowoc, WI 54220
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2020 – 2024Woodbury Financial Services, Inc.Previously
Contact Dylan
2316 Washington StreetManitowoc, WI 54220Office · Get directions Firm main line(800) 821-5100Headquarters: Osaic Wealth · Scottsdale, AZ
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Questions to ask Dylan
Tailored to Dylan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Dylan
How do I contact Dylan?
Call Osaic Wealth at (800) 821-5100 and ask for Dylan Ruby. Dylan works from the Manitowoc, WI office.
How long has Dylan been a financial advisor?
Dylan has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Dylan hold?
Series 66. Tap any license on this page to see what it allows.
Is Dylan a fiduciary?
Dylan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dylan paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dylan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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