Ryan Dow (CRD# 5483108) is an Investment Advisor Representative working at Mattern Capital Management, LLC in Lakewood, CO and has over 16 years of experience in the finance industry. Ryan Dow 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# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mattern Capital Management, LLC | Lakewood, CO | Jun 2021 - Current | 2 |
| Wells Fargo Clearing Services, LLC | Lakewood, CO | Nov 2016 - May 2021 | 4 |
| Wells Fargo Advisors LLC | Lakewood, CO | Sep 2010 - Nov 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2008 |
- CO
- TX
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Total Assets Under Management918MILLIONS
-
Total Number of Accounts1,151ACCOUNTS
-
Average Account Value$797,561
- 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)
AZ, CA, CO, FL, LA, NY, TX
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