Ryan Harvey (CRD# 4624999) is an Investment Advisor Representative working at Vision Financial Planning LLC in Byron, MN and has over 21 years of experience in the finance industry. Ryan Harvey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2640465
Thrivent Investment Management Inc.
CRD# 4106244
Choreo, LLC
CRD# 5393748
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Vision Financial Planning | Byron, MN | Mar 2023 - Current | 1 |
Mayo Clinic | Rochester, MN | May 2015 - Current | 9 |
Rental Property | Maricopa, AZ | May 2011 - Jul 2021 | 10 |
Charles Schwab Bank | Northbrook, IL | Jun 2008 - May 2015 | 6 |
Charles Schwab & Company, Inc. | Northbrook, IL | Oct 2005 - May 2015 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2003 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2008 |
- MN
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MN
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.