Ryan Boyd, financial advisor Madison WI
89 score

Ryan Boyd

CRD Number: 6070053
Current Firm: Cuna Brokerage Services, Inc.

Ryan Boyd (CRD# 6070053) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Madison, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Mutual Group Waverly, IA May 2016 - Current < 1
Cuna Brokerage Services, Inc. Waverly, IA May 2016 - Current < 1
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
Northwestern Mutual Middleton, WI May 2012 - Feb 2013 < 1
Gsf Mortgage Corporation Brookfield, WI Sep 2010 - May 2012 1
American Eagle Outfitters Madison, WI May 2007 - Aug 2010 3
University Housing - Dining & Culinary Services, Uw-madison Madison, WI Oct 2005 - Dec 2009 4
University Of Wisconsin-madison Madison, WI Aug 2005 - Dec 2009 4
United Parcel Service Mequon, WI Jun 2005 - Aug 2006 1
Bee Bus Line, Inc. Milwaukee, WI Jun 2003 - Aug 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Ryan J. Boyd
Phone Number: 319-352-4090
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    1,331
    MILLIONS
  • Total Number of Accounts
    6,286
    ACCOUNTS
  • Average Account Value
    $211,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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