Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Detrick is a financial advisor with over 16 years of experience in the financial services industry. Ryan is currently registered with CWM, LLC and Carson Group Investing in Omaha, Nebraska. Ryan holds the Series 6, 7, 63, 66, 99, and SIE licenses. Previously, Ryan worked at LPL Financial LLC in Fort Mill, South Carolina, and IFS Fund Distributors, Inc. in Cincinnati, Ohio. Ryan specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans.
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.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
NE
08/02/2022 - Present
CWM, LLC (OMAHA NE)
SC
03/07/2016 - 08/01/2022
LPL FINANCIAL LLC (FORT MILL SC)
OH
10/19/2001 - 06/24/2002
IFS FUND DISTRIBUTORS, INC. (CINCINNATI OH)
BOTH
Issued 05/31/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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