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Ryan Halvorson

TCI Wealth Advisors, Inc.

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About Ryan Halvorson

Ryan Halvorson is a financial advisor with TCI Wealth Advisors, Inc. Ryan has been working in the financial services industry since 2011. Ryan has Series 7, Series 66 and SIE licenses. Ryan is a CERTIFIED FINANCIAL PLANNER™ professional and has experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Ryan offers financial planning, portfolio management for individuals, and selection of other advisors. Ryan has been registered with the state of Colorado since December 2023 and Arizona since August 2024.

Firm Information

Ryan Halvorson is currently registered with TCI Wealth Advisors, Inc.. TCI Wealth Advisors, Inc. is a Tucson, Arizona-based firm that provides financial planning, portfolio management, and pension consulting services to a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth. The firm manages approximately $4.09 billion in assets for over 10,250 accounts.
TCI Wealth Advisors, Inc.

4011 EAST SUNRISE DRIVE

TUCSON, AZ 85718

$4.09B

Assets Under Management

21

Total Clients

24

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Ryan Halvorson’s Registration & Firm History

AZ

12/14/2023 - Present

TCI Wealth Advisors, Inc. (TUCSON AZ)

CO

07/24/2019 - 12/15/2023

MORGAN STANLEY (COLORADO SPRINGS CO)

CO

12/08/2015 - 08/04/2016

SANFORD C. BERNSTEIN & CO., LLC (DENVER CO)

CA

11/24/2011 - 02/22/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 08/09/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/24/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/04/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Halvorson.
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