Ryan Theisen, financial advisor Southfield MI

Ryan Theisen

CRD Number: 7020551
Current Firm: Advance Capital Management Inc.

Ryan Theisen (CRD# 7020551) is an Investment Advisor Representative working at Advance Capital Management Inc. in Southfield, MI and has over 3 years of experience in the finance industry. Ryan Theisen 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.

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Professional Designations
Company Name Location Dates Years
Advance Capital Management, Inc. Southfield, MI Jul 2018 - Current 4
Advance Capital Management, Inc. Southfield, MI Jun 2014 - Jun 2018 4
University Of Michigan - Dearborn Dearborn, MI Sep 2013 - Apr 2018 4
Advance Capital Management, Inc. Southfield, MI Jun 2013 - Aug 2013 < 1
Little Caesars Canton, MI Apr 2011 - Jul 2013 2
Plymouth High School Plymouth, MI Sep 2009 - Jun 2013 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for Ryan J. Theisen
Phone Number: 248-350-8543
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    4,070
    MILLIONS
  • Total Number of Accounts
    12,532
    ACCOUNTS
  • Average Account Value
    $324,732
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

AL, AR, AZ, CA, CT, FL, GA, IA, IL, IN, KY, LA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

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