Ryan Boyd (CRD# 6070053) is an Investment Advisor Representative working at Lpl Financial LLC in Sun Prairie, WI and has over 10 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Madison, WI | Jul 2019 - Current | 4 |
| Uw Credit Union | Madison, WI | Jun 2019 - Current | 4 |
| Contemporary Services Corporation | Madison, WI | Jan 2019 - Nov 2023 | 4 |
| Unemployed | Madison, WI | Nov 2018 - Dec 2018 | < 1 |
| Cuna Brokerage Services, Inc. | Waverly, IA | May 2016 - Oct 2018 | 2 |
| Cuna Mutual Group | Waverly, IA | May 2016 - Oct 2018 | 2 |
| Unemployed | Madison, WI | Apr 2016 - Apr 2016 | < 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Mar 2016 | 1 |
| Morgan Stanley | Madison, WI | Mar 2013 - Mar 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2013 |
- WI
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Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- 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)
- Educational seminars/workshops
- Other
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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