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Ryan Matthew Bertl

THE Leaders Group, Inc.

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About Ryan Matthew Bertl

Ryan Bertl is a financial advisor affiliated with The Leaders Group, Inc. Ryan has been working in the financial services industry since February 8, 2015. Ryan holds the Series 7TO, Series 6 and SIE licenses as well as the Series 63. Ryan is registered to offer investment advice in 52 states including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming.

Firm Information

Ryan Bertl is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

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.

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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Ryan Bertl’s Registration & Firm History

CO

05/18/2023 - Present

THE Leaders Group, Inc. (LITTLETON CO)

IN

09/06/2019 - 05/22/2023

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

09/06/2019 - 05/22/2023

LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)

IN

02/09/2015 - 09/09/2019

LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 04/22/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/30/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Matthew Bertl.
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