Ryan MathesCRD Number: 4617750
Current Firm: Ameriprise Financial Services, Inc.
Ryan Mathes (CRD# 4617750) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in The Woodlands, TX and has over 9 years of experience in the finance industry. Ryan Mathes 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.
Ronald Blue & Company, LLC
Houston Wealth Management
Raymond James Financial Services Advisors, Inc.
|Ameriprise Financial Services, Inc.||Austin, TX||Aug 2006 - Current||11|
|The University Of Texas At Austin||Austin, TX||Aug 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management198,081MILLIONS
Total Number of Accounts1,126,912ACCOUNTS
Average Account Value$175,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY