Ryan Mizer (CRD# 6847725) is an Investment Advisor Representative working at Wolfgang Capital in Temecula, CA and has over 5 years of experience in the finance industry.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2345668
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wolfgang Capital LLC | Temecula, CA | Jun 2018 - Current | 5 |
Wolfgang Financial And Insurance Agency | Temecula, CA | Aug 2017 - Current | 6 |
Self Employed | Seattle, WA | Jun 2016 - May 2018 | 1 |
Us Armed Forces | Temecula, CA | May 2010 - Jun 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- AZ
- CA
- TX
-
Total Assets Under Management65MILLIONS
-
Total Number of Accounts520ACCOUNTS
-
Average Account Value$124,231
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CA, TX
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