Richard Ryan, financial advisor Mason City IA

Richard Ryan

CRD Number: 5828789
Current Firm: Rda Financial Network

Richard Ryan (CRD# 5828789) is an Investment Advisor Representative working at Rda Financial Network in Mason City, IA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
United Planners Financial Services Scottsdale, AZ Jul 2016 - Current 4
Rjr & Associates LLC Cedar Falls, IA Jan 2015 - Current 6
Rda Financial Network North Liberty, IA Mar 2011 - Current 9
Yanits And Associates Insurance Agency Cedar Falls, IA Mar 2009 - Current 11
Yantis And Associates Insurance Agency Cedar Falls, IA Nov 2008 - Current 12
Yantis And Associates Financial Advisors Cedar Falls, IA Jan 2005 - Current 16
Cambridge Investment Research, Inc. Fairfield, IA Aug 2010 - Jul 2016 5
Yantis And Associates Cedar Falls, IA Nov 2008 - Jan 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2011
Contact Info for Richard J. Ryan
By the Numbers
  • Total Assets Under Management
    510
    MILLIONS
  • Total Number of Accounts
    3,285
    ACCOUNTS
  • Average Account Value
    $155,207
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MA, MI, MN, MO, MT, NE, OH, PA, SC, SD, TX, VA, WI

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