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Ryan R Nelson

RLN Wealth

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About Ryan R Nelson

Ryan Nelson is a financial advisor with RLN Wealth. Ryan has been in the financial industry since May 2019. Ryan is registered with the state of Minnesota. Ryan is a Certified Financial Planner (CFP). Ryan specializes in financial planning and portfolio management for individuals.

Firm Information

Ryan Nelson is currently registered with RLN Wealth. RLN Wealth is a registered investment advisor with 1 investment advisor representative and $15,229,793 in regulatory assets under management. The firm provides financial planning, selection of other advisors, and portfolio management for individuals and high-net-worth individuals. RLN Wealth has 36 accounts, including 36 discretionary accounts and 36 accounts for individuals. The firm serves 5 high-net-worth individuals and 3 individuals other than high-net-worth individuals.

$15.23M

Assets Under Management

1

Total Clients

1

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Ryan Nelson’s Registration & Firm History

MN

02/13/2024 - Present

RLN Wealth (PLYMOUTH MN)

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Licenses & Designations

BC

Issued 02/09/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan R Nelson.
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