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Ryan J Peschka

Berkeley Capital Management, LLC

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About Ryan J Peschka

Ryan Peschka is a registered investment advisor representative with Berkeley Capital Management, LLC, based in Ellsworth, Kansas. Ryan has been in the financial industry since 2005. Ryan is also a Registered Representative with Waddell & Reed, Inc. in Overland Park, Kansas, from 2005 to 2006. Ryan has passed the Series 6 and Series 65 exams.

Firm Information

Ryan Peschka is currently registered with Berkeley Capital Management, LLC. Berkeley Capital Management, LLC is an investment advisor headquartered in Berkeley, CA. The firm manages approximately $76.37 million in assets for 287 clients, primarily individuals and charitable organizations. Berkeley Capital Management offers portfolio management services for individuals.

$76.36M

Assets Under Management

Not reported

Total Clients

2

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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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 Peschka’s Registration & Firm History

KS

07/17/2017 - Present

Berkeley Capital Management, LLC (ELLSWORTH KS)

KS

04/18/2005 - 11/17/2006

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 11/19/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/15/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan J Peschka.
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