Unclaimed
Ryan Pogodzinski is a registered investment advisor representative with Russell Investments. Ryan has been in the industry since May 2011 and is licensed to provide investment advice in 54 states and jurisdictions. Ryan holds the Series 66, Series 7 and SIE securities licenses, and specializes in portfolio management for individuals, investment companies, and pooled investment vehicles. Ryan is also qualified to provide pension consulting and selection of other advisors. Ryan works in the Milwaukee, WI office.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts and % of assets/advsmt
1
2
WI
11/09/2023 - Present
Russell Investments (MILKWAUKEE WI)
BOTH
Issued 05/31/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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