Ryan Burgess, financial advisor Rocklin CA

Ryan Burgess

CRD Number: 5483482
Current Firm: Blue Oaks Financial, LLC

Ryan Burgess (CRD# 5483482) is an Investment Advisor Representative working at Blue Oaks Financial, LLC in Rocklin, CA and has over 11 years of experience in the finance industry. Ryan Burgess 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.

Similar Advisors
Jason Bell, financial advisor Rocklin CA
Jason T. Bell
CRD# 2464546
Capital Planning Advisors LLC
Similar Advisors
Conrad Aarseth, financial advisor Rocklin CA
Conrad M. Aarseth
CRD# 5156625
Dynamic Wealth Strategies, LLC
Similar Advisors
Brian Abad, financial advisor Rocklin CA
Brian P. Abad
CRD# 2923073
Captrust
Professional Designations
Company Name Location Dates Years
Blue Oaks Financial, LLC Rocklin, CA Apr 2020 - Current 3
Fisher Investments San Mateo, CA Nov 2019 - Mar 2020 < 1
Blue Oaks Investment Advisers LLC Roseville, CA Apr 2018 - Nov 2019 1
Clc Incorporated Roseville, CA Mar 2016 - Oct 2019 3
Parkland Securities, LLC Ann Arbor, MI Mar 2016 - Apr 2018 2
Spc Ann Arbor, MI Mar 2016 - Apr 2018 2
Principal Life Insurance Company Roseville, CA Aug 2015 - Feb 2016 < 1
Princor Financial Services Corporation Roseville, CA Aug 2015 - Feb 2016 < 1
Questar Capital Corporation Minneapolis, MN Mar 2014 - Aug 2015 1
Questar Asset Management Minneapolis, MN Mar 2014 - Aug 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Ryan Burgess
Phone Number: 916-292-9722
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $161,616
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA

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.