Ryan Connolly, financial advisor Denver CO
90 score

Ryan Connolly

CRD Number: 5562904
Current Firm: Toews Corporation

Ryan Connolly (CRD# 5562904) is an Investment Advisor Representative working at Toews Corporation in Denver, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Northern Lights Distributors, LLC Omaha, NE Aug 2017 - Current < 1
Toews Corporation Northfield, NJ Jul 2017 - Current < 1
Weatherstone Capital Management Denver, CO May 2013 - Jul 2017 4
Gates Corporation Denver, CO Mar 2009 - May 2013 4
Jackson National Life Distributors Denver, CO Jun 2008 - Mar 2009 < 1
University Of Colorado Boulder, CO Aug 2004 - May 2008 3
Strategic Financial Partners Denver, CO Dec 2007 - Apr 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2017
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Ryan S. Connolly
Phone Number: 877-863-9726
Firm Website: http://www.toewscorp.com
Registered State(s):
  • AK
  • CA
  • SD
  • UT
  • WA
  • CO
  • ND
  • HI
  • ID
  • OR
  • MT
  • NV
By the Numbers
  • Total Assets Under Management
    1,584
    MILLIONS
  • Total Number of Accounts
    732
    ACCOUNTS
  • Average Account Value
    $2,163,303
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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