Unclaimed
Ryan Matthew Dethlefs is a financial advisor who has been in the industry since August 2018. Ryan is currently registered with Cetera Investment Advisers LLC. Previously, Ryan was registered with Securian Financial Services, Inc. and TD Ameritrade, Inc. Ryan is a Certified Financial Planner and holds Series 63, 66, 7, and SIE licenses. Ryan specializes in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Ryan has a strong track record of providing clients with personalized financial advice and solutions. Ryan is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
NE
08/10/2023 - Present
Cetera Investment Advisers LLC (OMAHA NE)
NE
08/07/2019 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
NE
08/23/2018 - 08/01/2019
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 11/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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