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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 Trager Nelson is an investment advisor representative with Aspiriant, LLC, a firm that offers financial planning, portfolio management, and other advisory services. Ryan has been with Aspiriant since 2012. Before joining Aspiriant, Ryan worked for several other financial institutions, including Wells Fargo Advisors and AXA Advisors. Ryan is licensed in California and Texas and holds the Series 7 and 66 licenses. Ryan specializes in working with high-net-worth individuals, corporations, and investment companies.
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.
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.
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2
CA
12/03/2018 - Present
Aspiriant, LLC (LOS ANGELES CA)
CA
04/07/2011 - 02/17/2012
FIRST ALLIED SECURITIES, INC. (REDWOOD SHORES CA)
CA
01/03/2011 - 02/10/2011
WELLS FARGO ADVISORS, LLC (SAN JOSE CA)
CA
08/18/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN JOSE CA)
CA
12/05/2007 - 05/06/2009
AXA ADVISORS, LLC (SAN FRANCISCO CA)
IA
Issued 12/03/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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