Ryan AllenCRD Number: 5567797
Current Firm: Financial Advisory Corporation
Ryan Allen (CRD# 5567797) is an Investment Advisor Representative working at Financial Advisory Corporation in Grand Rapids, MI and has over 3 years of experience in the finance industry.
Gabridge & Company Financial Advisors, LLC
Robert W. Baird & Company Incorporated
Plaisier Financial Group LLC
|Financial Advisory Corporation||Grand Rapids, MI||Jun 2015 - Current||1|
|Ambs Investment Counsel, LLC||Grand Rapids, MI||Aug 2008 - May 2015||6|
|None||Grand Rapids, MI||Jun 2008 - Aug 2008||< 1|
|Summit Investment Guidance Partners||Grand Rapids, MI||Dec 2007 - Jun 2008||< 1|
|Founders Bank & Trust||Grand Rapids, MI||May 2005 - Dec 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2013|
Total Assets Under Management451MILLIONS
Total Number of Accounts845ACCOUNTS
Average Account Value$533,549
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.