Ryan Barnett, financial advisor Oklahoma City OK
89 score

Ryan Barnett

CRD Number: 6231436
Current Firm: Investrust Consulting, LLC

Ryan Barnett (CRD# 6231436) is an Investment Advisor Representative working at Investrust Consulting, LLC in Oklahoma City, OK and has over 4 years of experience in the finance industry.

Similar Advisors
John Sigmon, financial advisor Oklahoma City OK
John W. Sigmon
CRD# 2082199
Lpl Financial LLC
Score
103
Similar Advisors
Jerry Plant, financial advisor Oklahoma City OK
Jerry W. Plant
CRD# 2171509
Mark I Asset Management, Ltd
Score
101
Similar Advisors
R. Brad Knowles, financial advisor Oklahoma City OK
R. Brad Knowles
CRD# 4398143
Heritage Institutional Services, LLC
Score
100
Company Name Location Dates Years
Investrust, N.a. Oklahoma City, OK Jan 2013 - Current 4
Asset Services Company Oklahoma City, OK Jan 2013 - Current 4
Guidestone Financial Resources Dallas, TX May 2010 - Jan 2013 2
Bank Of Oklahoma Tulsa, OK Jan 2007 - May 2010 3
Law Office Of Mike Green Tulsa, OK Jan 2005 - Feb 2007 2
University Of Tulsa Tulsa, OK Jan 2003 - Feb 2007 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Ryan C. Barnett
Phone Number: 405-843-7046
Registered State(s):
  • LA
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    612
    MILLIONS
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $55,599,874
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

LA, OK, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.

Disclosure

Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.