Ryan Mathes (CRD# 4617750) is an Investment Advisor Representative working at Arbor Point Advisors in The Woodlands, TX and has over 15 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.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arbor Point Advisors | The Woodlands, TX | Jul 2021 - Current | 2 |
| Securities America, Inc. | The Woodlands, TX | Jul 2021 - Current | 2 |
| The University Of Texas At Austin | Austin, TX | Aug 2006 - Current | 17 |
| Ameriprise Financial Services, Inc. | Austin, TX | Aug 2006 - Jul 2021 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
- NC
- TX
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Total Assets Under Management6,930MILLIONS
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Total Number of Accounts28,010ACCOUNTS
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Average Account Value$247,396
- 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)
- Educational seminars/workshops
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