Ryan Allen (CRD# 4930022) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Gunnison, CO and has over 17 years of experience in the finance industry.
CRD# 1099588
Ameriprise Financial Services, LLC
CRD# 715423
Ubs Financial Services Inc.
CRD# 5696176
Transamerica Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rick Barton Ministries | Gunnison, CO | Apr 2023 - Current | 1 |
| Netlaw Group Inc. | Louisville, KY | Aug 2022 - Current | 1 |
| Wealthwave | Johns Creek, GA | Dec 2020 - Current | 3 |
| Connect For Health Colorado | Gunnison, CO | Nov 2013 - Current | 10 |
| Transamerica Financial Advisors, Inc. | Gunnison, CO | Jan 2012 - Current | 12 |
| Trinity Baptist Church | Gunnison, CO | Jun 2011 - Current | 12 |
| Rocky Mountain Health Plans | Gunnison, CO | Jun 2009 - Current | 14 |
| Anthem Blue Cross Blue Shield | Gunnison, CO | Jun 2009 - Current | 14 |
| Rpa, Inc. | Gunnison, CO | Aug 2006 - Current | 17 |
| Wfg | Gunnison, CO | Oct 2004 - Current | 19 |
| Hubbard Creek Outfitters | Hotchkiss, CO | Dec 2013 - Feb 2023 | 9 |
| United Health One | Gunnison, CO | Nov 2009 - Jan 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2006 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2007 |
- CO
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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