Ryan Lee (CRD# 5658544) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Twin Falls, ID and has over 14 years of experience in the finance industry.
CRD# 6022002
Lpl Financial LLC
CRD# 5640098
State Farm Investment Management Corp.
CRD# 6484233
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jan 2024 - Current | < 1 |
| Northwestern Mutual Investment Services LLC | Twin Falls, ID | Sep 2015 - Current | 8 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Oct 2015 - Jan 2024 | 8 |
| Tyler Layne | Twin Falls, ID | Sep 2015 - Jan 2024 | 8 |
| Lpl Financial | Meridian, ID | Aug 2012 - Sep 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2009 |
- ID
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.