Daniel Ryan, financial advisor Holly MI

Daniel Ryan

CRD Number: 6335099
Current Firm: Daniel Ryan Financial LLC

Daniel Ryan (CRD# 6335099) is an Investment Advisor Representative working at Daniel Ryan Financial LLC in Holly, MI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Daniel Ryan Financial LLC Holly, MI Jun 2022 - Current 1
Jackson Financial Lansing, MI Dec 2014 - May 2022 7
Jackson Financial Lansing, MI Apr 2014 - Dec 2014 < 1
Quinnipiac University Hamden, CT Aug 2011 - Jul 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2022
Contact Info for Daniel C. Ryan
Phone Number: (607) 372-3105
Firm Website: https://www.dancryan.com
Registered State(s):
  • MI
Current Firm Details
Daniel Ryan Financial LLC
Firm's CRD Number: 323029
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $79,427
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

MI

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