Ryan MunroeCRD Number: 5974611
Current Firm: Advice And Planning Services
Ryan Munroe (CRD# 5974611) is an Investment Advisor Representative working at Advice And Planning Services in Tempe, AZ and has over 3 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Tiaa-cref Individual & Institutional Services, LLC||Tempe, AZ||Jan 2013 - Current||3|
|Tiaa||Tempe, AZ||Jan 2013 - Current||3|
|Lockton Companies||Denver, CO||May 2012 - Nov 2012||< 1|
|Lockton Financial Advisors, LLC||Denver, CO||May 2012 - Nov 2012||< 1|
|Ubs Financial||Ft Collins, CO||Jan 2012 - May 2012||< 1|
|Colorado State University||Ft Collins, CO||Aug 2010 - May 2012||1|
|Luscious Nectar||Ft Collins, CO||Dec 2010 - Jul 2011||< 1|
|Cedar Supply||Ft Collins, CO||Mar 2010 - Oct 2010||< 1|
|Front Range Community College||Ft Collins, CO||Aug 2008 - May 2010||1|
|Cedar Supply||Ft Collins, CO||May 2009 - Oct 2009||< 1|
|Wells Fargo Bank||Ft Collins, CO||Dec 2008 - May 2009||< 1|
|Cedar Supply||Ft Collins, CO||May 2008 - Oct 2008||< 1|
|Sears Trostel||Ft Collins, CO||Aug 2007 - May 2008||< 1|
|David R Webb||Williamsport, PA||Jan 2007 - Jul 2007||< 1|
|Cedar Supply||Ft Collins, CO||Mar 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2013|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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