Ria Advisory Group, LLC

Ria Advisory Group, LLC (CRD# 152566) is a financial advisory firm headquartered in Des Moines, IA. They manage $398,868,182 in 2,799 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
500 Sw 7th Street, Suite 305, Des Moines, IA 50309
https://www.dakotaadvisoryteam.com
By the Numbers
  • Total Assets Under Management
    399
    MILLION
  • Total Number of Accounts
    2,799
    ACCOUNTS
  • Average Account Value
    $142,504
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CO, FL, IA, IL, MN, MO, NC, NE, SD, TX, WI

Financial Advisors at Ria Advisory Group, LLC
Showing 21 - 21 of 21 top financial advisors.
21
Paul Katsion, financial advisor Mount Pleasant IA
Paul D. Katsion
CRD#: 6634116
1004 N Lincoln St, Mount Pleasant, IA 52641

Paul Katsion (CRD# 6634116) is an Investment Advisor Representative working at Ria Advisory Group, LLC in Mount Pleasant, IA and has over 7 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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