Ryan Halterman (CRD# 7159736) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Kennewick, WA and has over 3 years of experience in the finance industry.
CRD# 6113667
Lpl Financial LLC
CRD# 4524182
Cwm, LLC
CRD# 2908774
Commonwealth Financial Network
Company Name | Location | Dates | Years |
---|---|---|---|
Centaurus Financial Inc. | Anaheim, CA | May 2020 - Current | 4 |
Centaurus Financial Inc. | Anaheim, CA | Nov 2019 - May 2020 | < 1 |
New York Life | Spokane, WA | Jul 2019 - Nov 2019 | < 1 |
Eastern Washington University | Spokane, WA | Sep 2018 - Jun 2019 | < 1 |
Eastern Washington University | Spokane, WA | Sep 2015 - Jun 2019 | 3 |
Pacific Crest Planning | Kennewick, WA | Jul 2016 - Dec 2018 | 2 |
Eastern Washington University | Spokane, WA | Jun 2018 - Aug 2018 | < 1 |
Lyft | San Francisco, CA | Sep 2017 - May 2018 | < 1 |
Senske Lawn Care | Kennewick, WA | May 2016 - Jun 2016 | < 1 |
Unemployed | Kennewick, WA | Aug 2015 - Apr 2016 | < 1 |
Legacy Pools | Kennewick, WA | May 2015 - Jul 2015 | < 1 |
Ca Sales | Kennewick, WA | Aug 2014 - Apr 2015 | < 1 |
Unemployed | Kennewick, WA | Jun 2014 - Jul 2014 | < 1 |
Southridge High School | Kennewick, WA | Aug 2010 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- AZ
- CA
- ID
- WA
-
Total Assets Under Management5,212MILLIONS
-
Total Number of Accounts30,814ACCOUNTS
-
Average Account Value$169,144
- 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)
- Publication of periodicals or newsletters
- Market timing services
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.