Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Allen Ryan is a financial advisor with over 30 years of experience in the industry. He is currently registered with The Oak Ridge Financial Services Group, Inc. in Golden Valley, Minnesota. Richard has a strong background in investments, with expertise in various areas. He holds licenses in Series 4, 7, 24, 63, 86, 87, and SIE, showcasing his diverse range of knowledge. He is known for his focus on providing comprehensive financial planning services and assisting clients with portfolio management. Richard's dedication to helping clients achieve their financial goals is evident through his long career in the industry and his commitment to staying current with market trends.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
08/30/2022 - Present
THE OAK Ridge Financial Services Group, Inc. (GOLDEN VALLEY MN)
MN
02/20/2008 - 04/25/2022
COLLIERS SECURITIES LLC (MINNEAPOLIS MN)
MN
08/21/2002 - 02/20/2008
FELTL & COMPANY (PLYMOUTH MN)
MN
07/10/2000 - 08/21/2002
DOUGHERTY & COMPANY LLC (MINNEAPOLIS MN)
MN
05/01/1997 - 07/05/2000
MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)
MN
02/03/1995 - 04/16/1997
SUMMIT INVESTMENT CORPORATION (MINNEAPOLIS MN)
CO
09/07/1994 - 02/14/1995
NEIDIGER, TUCKER, BRUNER, INC. (HIGHLANDS RANCH CO)
NY
08/09/1994 - 09/13/1994
HD BROUS & CO., INC. (GREAT NECK NY)
AZ
12/17/1993 - 08/03/1994
W.B. MCKEE SECURITIES, INC. (SCOTTSDALE AZ)
CO
05/21/1993 - 12/06/1993
NEIDIGER, TUCKER, BRUNER, INC. (HIGHLANDS RANCH CO)
NA
05/23/1983 - 10/27/1987
IRI SECURITIES CORPORATION
NA
02/22/1980 - 07/01/1982
PIPER, JAFFRAY & HOPWOOD INCORPORATED
BC
Issued 06/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/1986
Series 24 - General Securities Principal Examination
BC
Issued 07/12/1983
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/16/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 05/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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