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Ryan Masterson

Northrock Partners, LLC

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About Ryan Masterson

Ryan Masterson is a financial advisor with Northrock Partners, LLC in Issaquah, WA. Ryan has over 10 years of experience in the financial services industry. Ryan is a Chartered Financial Analyst and holds the Series 66, Series 7 and SIE licenses. Ryan provides a variety of services to individuals, families, businesses and charitable organizations. Ryan is a specialist in providing investment advisory and consulting services, financial planning, educational seminars and selection of other advisors. Ryan is also a specialist in portfolio management for individuals and businesses.

Firm Information

Ryan Masterson is currently registered with Northrock Partners, LLC. Northrock Partners, LLC is an investment advisor with approximately $1 billion to $10 billion in assets under management. The firm offers financial planning, consulting, and portfolio management services to high-net-worth individuals, corporations, charitable organizations, and other investment advisors. Northrock Partners is headquartered in Minneapolis, MN.
Northrock Partners, LLC

225 SOUTH SIXTH STREET

MINNEAPOLIS, MN 55402

$5.80B

Assets Under Management

Not reported

Total Clients

41

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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 Masterson’s Registration & Firm History

WA

10/27/2023 - Present

Northrock Partners, LLC (Issaquah WA)

CA

05/05/2020 - 10/31/2023

AMERIPRISE FINANCIAL SERVICES, LLC (SAN RAFAEL CA)

WA

10/08/2019 - 04/23/2020

FIRST ALLIED SECURITIES, INC. (BELLEVUE WA)

CA

02/24/2014 - 10/07/2019

AMERIPRISE FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)

MA

06/18/2013 - 02/18/2014

LPL FINANCIAL LLC (DEDHAM MA)

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Licenses & Designations

BOTH

Issued 07/30/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Masterson.
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