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Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

RBC Capital Markets, LLC

location

MINNEAPOLIS, MN

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Jex is a financial advisor with RBC Capital Markets, LLC. Ryan has been in the industry since May 9, 2000. Ryan works out of the Minneapolis, MN office of RBC Capital Markets, LLC. Prior to RBC Capital Markets, LLC, Ryan worked at THRIVENT INVESTMENT MANAGEMENT INC., Piper Jaffray & Co., and DAIN RAUSCHER INCORPORATED. Ryan holds Series 7, 55, 63, and 66 licenses. Ryan also holds the Series 57TO and SIE licenses. Ryan has been registered with the state of Minnesota since April 11, 2017. Ryan specializes in providing financial advice to individuals, families, businesses, and institutions. Ryan's areas of expertise include portfolio management, financial planning, and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

North Shore, WI

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Jaeger is a financial advisor with Robert W. Baird & Co. Inc. Ryan has over 18 years of experience in the financial services industry. Ryan has worked at Robert W. Baird & Co. Inc. since May 2004. Ryan holds the Series 66, Series 10, Series 9, Series 7, and SIE licenses. Ryan is registered with the state of Florida as a Registered Representative and Investment Advisor. Ryan is also registered with the state of Texas as a Registered Representative and Investment Advisor. Ryan is registered with the state of Wisconsin as a Registered Representative and Investment Advisor.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

BMO Capital Markets Corp.

location

New York, NY

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Donovan is a financial professional with over 20 years of experience in the industry. Ryan is currently registered with BMO Capital Markets Corp. in New York, New York. Prior to joining BMO Capital Markets Corp., Ryan was employed by several other firms including BBVA Securities Inc., NABSecurities, LLC, Aladdin Capital LLC and UBS Securities LLC. Ryan has a broad range of experience in the financial services industry, including providing securities trading ideas and research.

SPECIALIZATIONS

PROVISION OF SECURITIES TRADING IDEAS AND RESEARCH
Portfolio Management for Pooled Investment Vehicles
Unclaimed

THE Colony Group, LLC | CFP ® (Certifications)

location

BOSTON, MA

0 Disclosures

ADVISOR BIO

Ryan Thomas Berning is a Certified Financial Planner® and a registered Investment Advisor Representative with The Colony Group, LLC. Ryan specializes in a variety of areas including retirement planning, investment management, and estate planning. Ryan has extensive experience in the financial services industry, working for CTC myCFO, Confluence Wealth Management, and Buckingham Strategic Wealth, LLC prior to joining The Colony Group.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Gregory J. Schwartz & CO., Inc.

location

BLOOMFIELD HILLS, MI

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Hamilton Reed is a registered investment advisor representative with Gregory J. Schwartz & CO., Inc. Ryan has been in the financial services industry since August 2002 and has an active license in multiple states including Michigan, Illinois, and California. Ryan holds both Series 63 and Series 65 licenses and has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and other businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

SCOTTSDALE, AZ

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Nielsen is a financial advisor at Vanguard Advisers, Inc. based in Scottsdale, Arizona. Ryan has been in the industry since 2012 and holds the Series 6, 7, 63 and 66 licenses. Ryan has experience working with individuals, families, high-net-worth clients, charitable organizations, corporations, pension plans, and pooled investment vehicles. Ryan's background includes experience at J.P. Morgan Securities LLC, JP Morgan Chase Bank and The Vanguard Group, Inc. In addition to his work at Vanguard Advisers, Inc., Ryan is a blogger about triathlon.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Wasatch Advisors LP

location

SALT LAKE CITY, UT

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Robert Ren is a financial advisor with Wasatch Advisors LP. Ryan has been in the industry since April 20, 2002. Ryan is registered with the state of Utah as a Registered Investment Advisor (IA). Ryan has a Series 63 license and a Series 65 license. Ryan also holds the SIE exam and a Series 6 exam. Ryan has over 20 years of experience in the financial services industry. Ryan has a long history of working with high-net-worth individuals, corporations, and institutional clients. Ryan has a proven track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PROVIDE MODEL PORTFOLIO DATA TO CLIENTS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Northern Trust Securities, Inc.

location

CHICAGO, IL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Forberg is a financial advisor who has been in the industry since 2015. Ryan is currently registered with Northern Trust Securities, Inc. and has Series 7, Series 63, Series 52, and Series 53 licenses. Ryan is registered to provide investment advice in 53 states and jurisdictions. Ryan has experience providing financial advice to individuals, corporations, and other businesses.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Punch & Associates Investment Management, Inc. | CFP ® (Certifications)

location

EDINA, MN

0 Disclosures

ADVISOR BIO

Ryan Punch is a financial advisor with Punch & Associates Investment Management, Inc., based in Edina, MN. Ryan has been in the industry for over 7 years, holding registrations in Minnesota and has earned the designation of a Certified Financial Planner. Ryan has a strong track record of providing financial planning and portfolio management services for a diverse range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Ryan's expertise is in model portfolio development and delivery.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
MODEL PORTFOLIO DEVELOPMENT AND DELIVERY
Portfolio Management for Pooled Investment Vehicles
Unclaimed

SEI Investments Management Corp.

location

HINSDALE, IL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Paul Lestrange is a registered investment advisor representative with SEI Investments Management Corp. Ryan has been in the industry since 2012 and holds the Series 7, SIE, and Series 66 securities licenses. Ryan has prior experience working with BRINKER CAPITAL SECURITIES, LLC. Ryan specializes in providing financial planning, educational seminars, and portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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