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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Lundeen is a financial advisor registered in Wisconsin with Ellenbecker Investment Group. Ryan has been in the industry since 2015. His specialties include financial planning, portfolio management for individuals, and educational seminars. Ryan has earned the Certified Financial Planner designation.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Corporate education and speaking engagements
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2
WI
05/16/2023 - Present
Ellenbecker Investment Group (WAUKESHA WI)
WI
05/01/2015 - 03/16/2021
J.P. MORGAN SECURITIES LLC (BROOKFIELD WI)
BC
Issued 05/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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