Winifred Ryan, financial advisor Eden Prairie MN
93 score

Winifred Ryan

CRD Number: 3151412
Current Firm: Next Financial Group, Inc.

Winifred Ryan (CRD# 3151412) is an Investment Advisor Representative working at Next Financial Group, Inc. in Eden Prairie, MN and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Next Financial Group Eden Prairie, MN Jan 2000 - Current 16
Norm Grant & Associates Eden Prairie, MN Oct 1992 - Current 24
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
S63 Uniform Securities State Law Examination Dec 1998
Contact Info for Winifred W. Ryan
Phone Number: 713-789-7122
Registered State(s):
  • LA
  • TX
  • MN
By the Numbers
  • Total Assets Under Management
    1,564
    MILLIONS
  • Total Number of Accounts
    8,116
    ACCOUNTS
  • Average Account Value
    $192,726
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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