Ryan BladenCRD Number: 5285743
Current Firm: Uma Financial Services Inc.
Ryan Bladen (CRD# 5285743) is an Investment Advisor Representative working at Uma Financial Services Inc. in Salt Lake City, UT and has over 11 years of experience in the finance industry. Ryan Bladen 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.
Uma Financial Services Inc.
|Hornor Townsend & Kent Inc.||Horsham, PA||Jan 2007 - Current||11|
|Penn Mutual Life Ins Co||Horsham, PA||Jan 2007 - Current||11|
|Marriott||Park City, UT||Sep 1997 - Jan 2007||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2006|
Total Assets Under Management621MILLIONS
Total Number of Accounts5,611ACCOUNTS
Average Account Value$110,612
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, TX, UT