Mary Ryan (CRD# 2445511) is an Investment Advisor Representative working at Lpl Financial LLC in Sheboygan, WI and has over 29 years of experience in the finance industry.
CRD# 4497282
Stifel, Nicolaus & Company, Incorporated
CRD# 2240211
Merit Financial Advisors
CRD# 5791309
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Sheboygan, WI | May 2015 - Current | 9 |
| Wisconsin Bank & Trust Formally Community Bank & Trust | Glendale, WI | Dec 2005 - Current | 18 |
| Cetera Investment Advisers LLC | Sheboygan, WI | May 2015 - Jun 2015 | < 1 |
| Cetera Investment Services LLC | St. Cloud, MN | Dec 2005 - Jun 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1994 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2006 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
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- WI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
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