Ryan GormanCRD Number: 6093708
Current Firm: Independent Financial Partners
Ryan Gorman (CRD# 6093708) is an Investment Advisor Representative working at Independent Financial Partners in Manistee, MI and has over 5 years of experience in the finance industry.
Lighthouse Financial Planning, LLC
Invest Financial Corporation
Independent Financial Partners
|Independent Financial Partners||Manistee, MI||Mar 2014 - Current||3|
|Lpl Financial||Manistee, MI||Jul 2012 - Current||5|
|M&i Marshall And Ilsley Bank||Mequon, WI||Mar 2008 - Jun 2012||4|
|Milwaukee Brewer's Baseball Club||Milwaukee, WI||Oct 2007 - Mar 2008||< 1|
|University Of Wisconsin - Milwaukee||Milwaukee, WI||Jul 2007 - Oct 2007||< 1|
|Scottrade||Mequon, WI||Dec 2006 - Jul 2007||< 1|
|West Bend Savings Bank||West Bend, WI||May 2004 - Nov 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management4,348MILLIONS
Total Number of Accounts24,542ACCOUNTS
Average Account Value$177,153
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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
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