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 | 8 |
| 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
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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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
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