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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 Todd is a financial advisor with Lake Street. Ryan has been in the financial services industry for over 20 years and has experience working with a variety of clients, including high-net-worth individuals, businesses, and pension and profit-sharing plans. Ryan specializes in providing financial planning, investment management, and ERISA Section 3(21) co-fiduciary services. Ryan is registered with the state of Illinois as an Investment Advisor Representative.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Erisa section 3(21) co-fiduciary services
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.
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2
IL
10/01/2020 - Present
Lake Street (CHICAGO IL)
IL
05/29/2015 - 10/02/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
07/16/2004 - 05/29/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (VERNON HILLS IL)
PA
08/01/2003 - 12/02/2003
BRYANT PARK CAPITAL, INC. (CONSHOHOCKEN PA)
TX
07/29/1999 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
AZ
07/18/1997 - 09/04/1997
SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)
IA
Issued 06/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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