Vincent Ryan (CRD# 5469290) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Chadron, NE and has over 16 years of experience in the finance industry.
CRD# 4457902
Edward Jones
CRD# 7169277
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Planning Partners, Inc. | Chandron, NE | Feb 2023 - Current | 1 |
| Casey Peterson, Ltd. | Chadron, NE | Jan 2023 - Current | 1 |
| Cp Financial Services, LLP | Chadron, NE | Jan 2023 - Current | 1 |
| Freed Enterprises, Inc. | Chadron, NE | Mar 2017 - Current | 7 |
| Clay Creek Ranch LLC | Chadron, NE | Jan 2016 - Current | 8 |
| Falco Properties LLC | Chadron, NE | Dec 2013 - Current | 10 |
| Allen Capital Group | Grand Island, NE | Nov 2014 - Jan 2023 | 8 |
| Fred A. Lockwood & Company P.c. | Chadron, NE | Dec 2001 - Dec 2015 | 14 |
| Falco Financial | Scottsbluff, NE | Jan 2007 - Nov 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2007 |
- NE
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Total Assets Under Management6,377MILLIONS
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Total Number of Accounts12,286ACCOUNTS
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Average Account Value$519,058
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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