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Ryan Colby Howard

626 Financial, LLC

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About Ryan Colby Howard

Ryan Colby Howard is a financial advisor based in Portage, MI. Ryan has over 10 years of experience in the financial services industry. Ryan has worked with Oppenheimer & Co. Inc., LPL Financial LLC and currently is associated with 626 Financial, LLC. Ryan specializes in providing financial planning, portfolio management and pension consulting services to individuals, businesses and retirement plans.

Firm Information

Ryan Howard is currently registered with 626 Financial, LLC. 626 Financial, LLC is an investment advisor registered with the SEC and located in Portage, Michigan. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations and other businesses, and pension and profit-sharing plans. 626 Financial has approximately $287 million in regulatory assets under management and a team of 3 licensed agents and 5 investment adviser representatives. They are also participants in wrap fee programs.
626 Financial, LLC

7950 MOORSBRIDGE ROAD

PORTAGE, MI 49024

$287.21M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ryan Howard’s Registration & Firm History

MI

05/18/2021 - Present

626 Financial, LLC (PORTAGE MI)

MI

02/22/2018 - 09/16/2021

LPL FINANCIAL LLC (PORTAGE MI)

MI

04/22/2015 - 02/23/2018

OPPENHEIMER & CO. INC. (KALAMAZOO MI)

MD

03/05/2014 - 04/23/2015

PNC INVESTMENTS (BALTIMORE MD)

MD

05/16/2011 - 02/14/2014

M&T SECURITIES, INC. (GLEN BURNIE MD)

MI

10/01/2009 - 03/09/2010

MML INVESTORS SERVICES, INC. (SOUTHFIELD MI)

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Licenses & Designations

BOTH

Issued 04/03/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/30/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Colby Howard.
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