Unclaimed
Ryan Martinek is a financial advisor with over 18 years of experience in the industry. He currently works with Nuveen Asset Management, LLC, a large firm headquartered in Chicago, IL. Ryan specializes in providing financial advice to a variety of clients including individuals, businesses, investment companies, and pooled investment vehicles.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model portfolio advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MN
02/27/2018 - Present
Nuveen Asset Management, LLC (MINNEAPOLIS MN)
MN
09/08/2005 - 12/22/2017
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
NY
11/30/2004 - 09/13/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MN
08/04/2004 - 11/22/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/04/2004 - 11/22/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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