Ryan Engels (CRD# 2943011) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Greenville, WI and has over 26 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 1487537
Northwestern Mutual Investment Services,llc
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Greenville, WI | Sep 2020 - Current | 3 |
| Securities America Advisors, Inc. | Greenville, WI | Sep 2020 - Current | 3 |
| Engels And Lautenschlager | Greenville, WI | Nov 2009 - Current | 14 |
| Securities Service Network | Greenville, WI | Nov 2017 - Sep 2020 | 2 |
| Sii Investments | Greenville, WI | Jun 2016 - Nov 2017 | 1 |
| Fsc Securities Corporation | Atlanta, GA | Aug 2001 - Jun 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1998 |
- WI
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- 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)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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