William Van Domelen (CRD# 7200109) is an Investment Advisor Representative working at Ryan Investments in Basalt, CO and has 1 year of experience in the finance industry. William Van Domelen 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# 2769592
Aberle Investment Management LLC
CRD# 5295673
Edward Jones
CRD# 1702479
Tcfg Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ryan Investment Management | Aspen, CO | Feb 2019 - Current | 5 |
First Western Trust | Aspen, CO | Oct 2016 - Feb 2019 | 2 |
Tamarac Inc. | Seattle, WA | Jul 2015 - Oct 2016 | 1 |
Copiers Northwest | Seattle, WA | Jul 2014 - Jun 2015 | < 1 |
Montana State | Bozeman, MT | Sep 2009 - May 2014 | 4 |
- CO
-
Total Assets Under Management153MILLIONS
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Total Number of Accounts134ACCOUNTS
-
Average Account Value$1,141,791
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, CO, TX
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