AR
AR

Aretha Dawn Ryan

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
2,362 clients
Average Client Portfolio
$588K average
Assets Under Management
$1.4B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

13537 Barrett Parkway Drive, Suite 300, Manchester, MO, 63021

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Aretha operates under the DBA Salish Wealth Management, offering financial services and securities through Moloney Securities. She also engages in the sales and service of insurance and annuity products (both fixed and variable).

Employment History
Current Registrations
Moloney Securities Asset Management LLC
August 2020 - Present · 5 yrs 6 mos
Moloney Securities CO., INC.Broker
November 2019 - Present · 6 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
August 2018 - November 2019 · 1 yr 3 mos
Cetera Advisors LLCBroker
February 2012 - August 2018 · 6 yrs 6 mos
Pacific West Securities, INC.Broker
July 2005 - February 2012 · 6 yrs 7 mos
State Registrations11 states
AKAZCACOFLIDINMTORTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.