Ryan Bargfrede (CRD# 2901462) is an Investment Advisor Representative working at The Jamison Edward Group in Gladstone, MO and has over 26 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Jamison Edward Group | Gladstone, MO | Aug 2021 - Current | 2 |
| Brown Industrial Parts Services | Claycomo, MO | Jul 2020 - Current | 3 |
| Transamerica Financial Advisors, Inc. | Gladstone, MO | Jan 2019 - Current | 5 |
| Transamerica Agency Network | Gladstone, MO | Jan 2019 - Jul 2020 | 1 |
| Thrivent Financial | Kansas City, MO | Jan 1998 - Jan 2019 | 21 |
| Thrivent Financial | Liberty, MO | Apr 2018 - Oct 2018 | < 1 |
| Thrivent Financial | Overland Park, KS | Jun 2010 - Apr 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2005 |
- MO
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts26ACCOUNTS
-
Average Account Value$78,244
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
MO
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