Daniel Ryan (CRD# 6764055) is an Investment Advisor Representative working at Ryan Financial Solutions, LLC in Tualatin, OR and has over 5 years of experience in the finance industry. Daniel Ryan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ryan Financial Solutions, LLC | Gresham, OR | Apr 2021 - Current | 3 |
| Lynchwood Church Of God | Portland, OR | Sep 2016 - Current | 7 |
| Pepsico | Portland, OR | May 2014 - May 2018 | 4 |
| Warner Pacific College | Portland, OR | Aug 2013 - May 2014 | < 1 |
| Warner Pacific College | Portland, OR | Sep 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- OR
- WA
-
Total Assets Under Management33MILLIONS
-
Total Number of Accounts327ACCOUNTS
-
Average Account Value$100,483
- 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
- Pension consulting services
OR, WA
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