Ryan Foncannon (CRD# 6381115) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Evansville, IN and has over 9 years of experience in the finance industry.
CRD# 6766180
Ameriprise Financial Services, LLC
CRD# 6283465
Donaldson Capital Management LLC
CRD# 5466140
Donaldson Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peace Of Mind Wealth Management, LLC | Brighton, MI | Apr 2022 - Current | 2 |
| S.w.a.n Financial Solutions | Evansville, IN | Apr 2012 - Current | 12 |
| Fusion Capital Management | Coppell, TX | Oct 2017 - May 2021 | 3 |
| Elite Investment Team, LLC | San Diego, CA | Oct 2018 - Dec 2020 | 2 |
| Horter Investment Management | Cincinnati, OH | Aug 2014 - Oct 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
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Total Assets Under Management850MILLIONS
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Total Number of Accounts7,997ACCOUNTS
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Average Account Value$106,235
- 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
- Selection of other advisers (including private fund managers)
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, WY
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