Unclaimed
Ryan James Theune is an active investment advisor representative with Blackrock Investment Management, LLC. Ryan is registered with FINRA and the state of Minnesota. Ryan has been in the industry since 2005 and has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, investment companies, and pooled investment vehicles. Ryan specializes in providing investment advisory services, including portfolio management, selection of other advisors, and portfolio management for businesses. Ryan is also a board member for a non-profit organization dedicated to Down Syndrome awareness.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
05/24/2016 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
WI
03/20/2006 - 08/09/2013
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
NC
04/11/2005 - 04/18/2005
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
WI
09/14/2004 - 04/11/2005
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 02/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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