Ryan Krantz (CRD# 6193460) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 6 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Ep Wealth Advisors | Torrance, CA | Oct 2020 - Current | 3 |
Luno Wear | Salt Lake City, UT | Jul 2015 - Current | 8 |
Old Mill Golf Course | Salt Lake City, UT | Jun 2011 - Current | 12 |
Financial Insight Center | Salt Lake City, UT | Jan 2018 - Sep 2020 | 2 |
The Insight Group, Inc. | Salt Lake City, UT | Jan 2018 - Sep 2020 | 2 |
The Insight Group, Inc. | Salt Lake City, UT | May 2016 - Jan 2018 | 1 |
Financial Insight Center | Salt Lake City, UT | May 2016 - Jan 2018 | 1 |
The Coral Pear | Salt Lake City, UT | Nov 2014 - Mar 2016 | 1 |
Formula Advisors | Salt Lake City, UT | Apr 2014 - Jan 2016 | 1 |
Northwestern Mutual | Salt Lake City, UT | Jun 2013 - Apr 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
- CA
- UT
-
Total Assets Under Management17,057MILLIONS
-
Total Number of Accounts32,050ACCOUNTS
-
Average Account Value$532,200
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Other
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, WY
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