linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ryan Patrick Myers

Principal Advised Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ryan? Claim Your Profile

About Ryan Patrick Myers

Ryan Myers is a financial advisor at Principal Advised Services. Ryan has over 9 years of experience in the financial services industry. Ryan is registered with the state of Iowa and holds a Series 63, 66, 7 and SIE license. Ryan specializes in financial planning and portfolio management. Ryan has worked for several firms throughout their career, including CUNA Brokerage Services, Inc., PFS Investments Inc., and Principal Life Insurance.

Firm Information

Ryan Myers is currently registered with Principal Advised Services. Principal Advised Services is a registered investment advisor based in Des Moines, IA. They offer portfolio management for individuals and selection of other advisors. The firm manages $569,489,941 in regulatory assets under management, primarily for individuals other than high-net-worth individuals. They also have a wrap fee program.
Principal Advised Services

655 9TH STREET

DES MOINES, IA 50309

$569.49M

Assets Under Management

1,268

Total Clients

144

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ryan Myers’s Registration & Firm History

IA

05/16/2024 - Present

Principal Advised Services (DES MOINES IA)

IA

02/05/2015 - 06/13/2019

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

IA

05/24/2014 - 01/23/2015

PFS INVESTMENTS INC. (WATERLOO IA)

Not sure if Ryan Patrick Myers is right for you?

Licenses & Designations

BOTH

Issued 05/16/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/20/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2015

Series 7 - General Securities Representative Examination

BC

Issued 05/24/2014

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 Patrick Myers.
Not sure if Ryan Patrick Myers is right for you?