Ryan Welle, financial advisor Bemidji MN
90 score

Ryan Welle

CRD Number: 6052168
Current Firm: Raymond James Financial Services Advisors, Inc.

Ryan Welle (CRD# 6052168) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bemidji, MN and has over 4 years of experience in the finance industry.

Similar Advisors
David Moffett, financial advisor Bemidji MN
David J. Moffett
CRD# 1031345
Northwestern Mutual Investment Services,llc
Score
96
Similar Advisors
Joseph Nelson, financial advisor Bemidji MN
Joseph W. Nelson
CRD# 4637736
Spc
Score
96
Similar Advisors
Glenn Seibel, financial advisor Bemidji MN
Glenn W. Seibel
CRD# 1051918
Cambridge Investment Research Advisors, Inc.
Score
96
Company Name Location Dates Years
Raymond James Financial Services, Inc. Bemidji, MN Jul 2015 - Current 1
Raymond James Financial Services Advisors Inc. Bemidji, MN Jul 2015 - Current 1
First National Bank Of Bemidji Bemidji, MN Mar 2012 - Current 4
Fintegra, LLC Bemidji, MN Mar 2012 - Jul 2015 3
Bremer Bank St Paul, MN Mar 2006 - Mar 2012 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Ryan E. Welle
Phone Number: 727-567-5877
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Ryan Welle and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.