Ryan Hale, financial advisor Brillion WI

Ryan Hale

CRD Number: 4854971
Current Firm: Edward Jones

Ryan Hale (CRD# 4854971) is an Investment Advisor Representative working at Edward Jones in Brillion, WI and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Aug 2014 - Current 9
Morgan Stanley Smith Barney Green Bay, WI Jun 2009 - Aug 2014 5
Citigroup Global Markets Inc. Green Bay, WI Jan 2007 - Aug 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2004
S65 NASAA Investment Advisors Law Examination Nov 2010
Contact Info for Ryan Hale
Phone Number: 314-515-2000
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • 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)
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, WY

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