Unclaimed
Ryan Michael Cook is a financial advisor based in Denver, Colorado. Ryan is associated with Triumph Capital Management and is registered as an Investment Advisor Representative (IAR) with the state of Colorado. Ryan has been in the industry since 2007 and has experience with several firms including AXA Advisors, LLC, J.P. Turner & Company, L.L.C, Summit Brokerage Services, Inc., and Cetera Advisor Networks LLC. Ryan holds FINRA Series 6, 7 and 65 licenses. Ryan specializes in offering financial planning, pension consulting, selection of other advisors, and portfolio management services for individuals. Ryan is also an insurance agent with Triumph Capital, LLC and is the owner of P&C Enterprise, LLC, a property and casualty insurance franchise.
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.
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.
1
2
CO
02/18/2016 - Present
Triumph Capital Management (DENVER CO)
CO
09/20/2019 - 02/11/2020
CETERA ADVISOR NETWORKS LLC (LOUISVILLE CO)
CO
08/29/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (LOUISVILLE CO)
CO
05/15/2012 - 09/25/2015
J.P. TURNER & COMPANY, L.L.C. (DENVER CO)
CO
10/12/2007 - 05/18/2012
AXA ADVISORS, LLC (DENVER CO)
IA
Issued 05/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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