Ryan Loynd (CRD# 6048750) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Gilbert, AZ and has over 10 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ae Wealth Management | Topeka, KS | Jun 2023 - Current | < 1 |
| Brightguide Financial | Scottsdale, AZ | Mar 2021 - Current | 3 |
| Changepath, LLC | Leawood, KS | Aug 2019 - Jun 2023 | 3 |
| Wealthpoint Advisors | Scottsdale, AZ | Aug 2019 - Mar 2021 | 1 |
| Coastal Equities, Inc. (dba Legend Capital Group) | Wilmington, DE | Aug 2017 - Aug 2019 | 2 |
| Coastal Investment Advisors, Inc (dba Legend Capital Group) | Wilmington, DE | Aug 2017 - Aug 2019 | 2 |
| Mml Investors Services, LLC | Phoenix, AZ | Jan 2016 - Aug 2017 | 1 |
| Massachusetts Mutual Life Insurance Co | Phoenix, AZ | Nov 2015 - Aug 2017 | 1 |
| Northwestern Mutual Investment Services, LLC | Phoenix, AZ | Sep 2014 - Oct 2015 | 1 |
| Northwestern Mutual Investment Services, LLC | Phoenix, AZ | Mar 2013 - Oct 2015 | 2 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2012 - Oct 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2013 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2014 |
- AZ
- TX
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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