Ryan Gorman, financial advisor Manistee MI
90 score

Ryan Gorman

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Partners Manistee, MI Mar 2014 - Current 2
Lpl Financial Manistee, MI Jul 2012 - Current 4
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
Contact Info for Ryan M. Gorman
Phone Number: 813-341-0960
Registered State(s):
  • KY
  • MI
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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