Ciara Hanratty, financial advisor Scottsdale AZ
90 score

Ciara Hanratty

CRD Number: 5964454
Current Firm: Wealthplan Advisors, LLC

Ciara Hanratty (CRD# 5964454) is an Investment Advisor Representative working at Wealthplan Advisors, LLC in Scottsdale, AZ and has over 3 years of experience in the finance industry.

Similar Advisors
Alexander Koury, CFP®, financial advisor Scottsdale AZ
Alexander G. Koury, CFP®
CRD# 5607498
Householder Group Estate & Retirement Specialists
Score
108
Similar Advisors
William Newman, financial advisor Scottsdale AZ
William B. Newman
CRD# 5730023
Newman's Financial Planning
Score
92
Similar Advisors
James Davis, CFP®, financial advisor Scottsdale AZ
James R. Davis, CFP®
CRD# 5571675
Woodbury Financial Services, Inc.
Score
103
Company Name Location Dates Years
Wealthplan Advisors Scottsdale, AZ Aug 2011 - Current 5
Anthropologie Mesa, AZ Oct 2007 - Current 9
Student Mesa, AZ Feb 2003 - May 2012 9
Ameriprise Financial Mesa, AZ Jul 2011 - Dec 2011 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2013
Contact Info for Ciara S. Hanratty
Phone Number: 480-505-0234
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    1,124
    MILLIONS
  • Total Number of Accounts
    922
    ACCOUNTS
  • Average Account Value
    $1,219,605
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Other
Types of Clients
Registered States

AZ, MO, NV, UT

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
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.