Unclaimed
Ryan Strange is a financial advisor who has been in the industry since 2009. Ryan is currently registered with Avantax Advisory Services. Ryan is also registered in Florida, Illinois, Minnesota, and Mississippi. Ryan has passed the Series 66, Series 7, and SIE exams. Ryan has experience with financial planning, pension consulting, and educational seminars. In addition to Ryan's current role at Avantax Advisory Services, Ryan also has experience with Sunset Financial Services, Inc., and UVEST Financial Services Group, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MN
01/09/2014 - Present
Avantax Advisory Services (GOLDEN VALLEY MN)
MN
04/13/2010 - 02/14/2011
SUNSET FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IL
06/07/2007 - 04/04/2008
UVEST FINANCIAL SERVICES GROUP, INC. (BUFFALO GROVE IL)
BOTH
Issued 07/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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