Ryan Warner (CRD# 4600110) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 21 years of experience in the finance industry. Ryan Warner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
Company Name | Location | Dates | Years |
---|---|---|---|
Oakwood Capital Securities, Inc. | St. Louis Park, MN | Oct 2022 - Current | 1 |
C2p Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake, OH | Jun 2018 - Current | 5 |
Valor Capital Management, LLC | Westlake, OH | Jun 2018 - Mar 2024 | 5 |
Mercap Securities, LLC | Paoli, PA | Feb 2020 - Nov 2020 | < 1 |
Mml Investors Services, LLC | Minnetonka, MN | Mar 2017 - Jun 2018 | 1 |
Massachusetts Mutual Life Insurance Company | Minnetonka, MN | Mar 2017 - Jun 2018 | 1 |
Msi Financial Services | Minnetonka, MN | Jul 2016 - Mar 2017 | < 1 |
Metlife Securites Company | Bloomington, MN | Dec 2002 - Jul 2016 | 13 |
Metropolitan Life Ins | Bloomington, MN | Dec 2002 - Jul 2016 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2002 |
- MN
- OH
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Total Assets Under Management2,245MILLIONS
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Total Number of Accounts9,396ACCOUNTS
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Average Account Value$238,964
- A percentage of assets under your management
- Hourly charges
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- Educational seminars/workshops
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