Ryan Glinn (CRD# 6484324) is an Investment Advisor Representative working at Commonwealth Financial Network in Warren, OH and has over 7 years of experience in the finance industry. Ryan Glinn 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# 2361084
Edward Jones
CRD# 4628189
The Wealth Consulting Group
CRD# 4776883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tolmiros Financial Designs | Youngstown, OH | Jan 2023 - Current | 1 |
| Commonwealth Financial Network | Waltham, MA | Jan 2023 - Current | 1 |
| W3 Wealth Advisors, LLC | Akron, OH | Mar 2019 - Jan 2023 | 3 |
| Valmark Advisers, Inc. | Akron, OH | Jan 2018 - Jan 2023 | 5 |
| Valmark Securities, Inc. | Akron, OH | Dec 2017 - Jan 2023 | 5 |
| W3 Wealth Management, LLC | Akron, OH | Dec 2017 - Jan 2023 | 5 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Feb 2017 - Dec 2017 | < 1 |
| Northwestern Mutual Investment Services LLC | Canton, OH | Mar 2016 - Dec 2017 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 2015 - Feb 2017 | 1 |
| Unemployed | Cuyahoga Falls, OH | Aug 2014 - Jun 2015 | < 1 |
| College Hunks Hauling Junk | Hilliard, OH | Mar 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- OH
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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