Ryan Caperoon-Smith, financial advisor Mankato MN
93 score

Ryan Caperoon-Smith

CRD Number: 5879771
Current Firm: Raymond James Financial Services Advisors, Inc.

Ryan Caperoon-Smith (CRD# 5879771) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mankato, MN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Aware Financial Mankato, MN Oct 2014 - Current 2
Bremer Bank Mankato, MN Nov 2013 - Current 3
Family Restaurant Mankato, MN Jul 2013 - Current 3
Raymond James Financial Services Mankato, MN Oct 2012 - Current 4
Raymond James Financial Services Advisors Inc. Mankato, MN Oct 2012 - Current 4
Red Rocks Mankato, MN Nov 2001 - Current 15
Minnestoa Life Insurance Company St Paul, MN Feb 2011 - Oct 2012 1
Minnesota Financial Services Mankato, MN Feb 2011 - Oct 2012 1
Securian Financial Services, Inc. St Paul, MN Feb 2011 - Oct 2012 1
Securian Financial Services, Inc. St Paul, MN Jan 2011 - Feb 2011 < 1
Katoinfo Mankato, MN Mar 2008 - Dec 2010 2
Satellite Pros Mankato, MN Oct 2010 - Nov 2010 < 1
Loyola Catholic School Mankato, MN Dec 2008 - Jun 2010 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2011
Contact Info for Ryan J. Caperoon-Smith
Phone Number: 727-567-5877
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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