Ryan Sussman, financial advisor Newberg OR

Ryan Sussman

CRD Number: 7303419
Current Firm: State Farm Investment Management Corp.

Ryan Sussman (CRD# 7303419) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Newberg, OR and has over 2 years of experience in the finance industry.

Similar Advisors
Jason Tafoya, financial advisor Newberg OR
Jason L. Tafoya
CRD# 5807693
The H Group Washington, Inc.
Similar Advisors
Patrick Culligan, financial advisor Newberg OR
Patrick J. Culligan
CRD# 1053785
Securities America Advisors, Inc.
Similar Advisors
Stephen Aaron, financial advisor Newberg OR
Stephen M. Aaron
CRD# 2279233
Ameriprise Financial Services, LLC
Company Name Location Dates Years
State Farm Investment Management Corp Newberg, OR Mar 2023 - Current 1
Ryan Sussman Insurance Agency Newberg, OR May 2022 - Current 2
State Farm Vp Management Corp. Newberg, OR May 2022 - Current 2
State Farm Vp Management Corp. Portland, OR Oct 2020 - May 2022 1
State Farm Insurance Portland, OR Dec 2021 - Apr 2022 < 1
Trevor Mcbride Insurance Agency Portland, OR Apr 2020 - Dec 2021 1
Cabinet Outlet Portland, OR Apr 2018 - Apr 2020 2
Allen Saunders LLC Portland, OR Jan 2015 - Apr 2018 3
Unemployed Portland, OR Jan 2010 - Jan 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2021
S65 NASAA Investment Advisors Law Examination Mar 2023
Contact Info for Ryan Sussman
Phone Number: 800-447-0740
Registered State(s):
  • ID
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.