Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Roark is a registered investment advisor representative with Waterloo Capital in Rogers, AR. Ryan has been in the industry since June 2023 and has a Series 65 license. Ryan's experience includes working for various organizations such as Harrison Energy Partners, Encore Bank, Tyson Foods, and Chili's. Ryan specializes in various areas including financial planning, pension consulting, and portfolio management for individuals. Waterloo Capital is a firm based in Austin, TX, and provides financial planning, pension consulting, and portfolio management services to individuals and institutions.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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AR
05/20/2024 - Present
Waterloo Capital (ROGERS AR)
IA
Issued 05/18/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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