Ryan McQuillan, financial advisor Omaha NE
73 score

Ryan McQuillan

CRD Number: 5564452
Current Firm: Prudential Financial Planning Services

Ryan McQuillan (CRD# 5564452) is an Investment Advisor Representative working at Prudential Financial Planning Services in Omaha, NE and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Prudential Insurance Company Of America Omaha, NE Dec 2013 - Current 3
Pruco Securities, LLC Omaha, NE Dec 2013 - Current 3
Rdm Financial Services, LLC Omaha, NE Aug 2013 - Dec 2013 < 1
Fbl Marketing Serv LLC West Des Moines, IA May 2012 - Jul 2013 1
Farm Bureau Financial Services Omaha, NE Mar 2012 - Jul 2013 1
Rob Randels Omaha, NE Sep 2011 - Feb 2012 < 1
Northwestern Mutual Investment Services, LLC Omaha, NE Jan 2009 - Feb 2012 3
Northwestern Mutual Life Insurance Company Milwaukee, WI Jul 2008 - Sep 2011 3
University Of Omaha Omaha, NE Aug 2006 - Dec 2009 3
Player's Club Omaha, NE May 2007 - Jun 2008 1
24 Hour Fitness Omaha, NE May 2006 - May 2007 1
Krt Construction Omaha, NE Apr 2005 - Aug 2006 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
S63 Uniform Securities State Law Examination Feb 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Ryan D. McQuillan
Phone Number: 800-235-7637
Registered State(s):
  • IA
  • NE
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Ryan McQuillan and other advisors.
BADGES
73

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