Ryan Balks (CRD# 5501947) is an Investment Advisor Representative working at Commonwealth Financial Network in Lansing, MI and has over 15 years of experience in the finance industry.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 5739197
Mml Investors Services, LLC
CRD# 2257195
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Smalley Investments | Lansing, MI | May 2018 - Current | 5 |
| Commonwealth Financial Network | Waltham, MA | May 2018 - Current | 5 |
| Signator Investors, Inc. | Haslett, MI | Dec 2015 - May 2018 | 2 |
| Nylife Securities LLC | Okemos, MI | Apr 2008 - May 2018 | 10 |
| New York Life Insurance Co | Okemos, MI | Mar 2008 - May 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2008 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2014 |
- MI
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- 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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