Ryan Bell, financial advisor Madison WI

Ryan Bell

CRD Number: 6509582
Current Firm: Next Financial Group, Inc.
Ryan Bell (CRD# 6509582) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Madison, WI and has over 2 years of experience in the finance industry.
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Company Name Location Dates Years
Next Financial Group, Inc. Houston, TX Mar 2022 - Current 2
Rural Bible Crusade Of Wisconsin Marshfield, WI May 2021 - Current 2
World Financial Group, Inc. Madison, WI Jul 2017 - Current 6
Vector Marketing Corporation Northbrook, IL Jun 2013 - Current 10
Transamerica Financial Advisors, Inc. Madison, WI Sep 2017 - Mar 2022 4
Merrill Lynch Pierce Fenner Smith New York, NY Jun 2017 - Jul 2017 < 1
Bank Of America, N.a. Chandler, AZ Aug 2016 - Jul 2017 < 1
Student Dodgeville, WI Jun 2007 - May 2016 8
United States Soccer Federation Madison, WI Apr 2006 - Dec 2015 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2016
Contact Info for Ryan G. Bell
By the Numbers
  • Total Assets Under Management
    2,919
    MILLIONS
  • Total Number of Accounts
    16,162
    ACCOUNTS
  • Average Account Value
    $180,612
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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