RR
RR

Richard J. Ryan

15 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,479 clients
Average Client Portfolio
$391K average
Assets Under Management
$578.7M

Fee Structure

Minimum Investment:$25K
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Location

1527 S Monroe Ave, Mason City, IA, 50401

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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.

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Other Business ActivitiesSells Insurance

Richard is an agent with Yantis and Associates Insurance Agency since 2008 and owns RJR & Associates LLC, which owns Yantis and Associates Financial Advisors. He also owns Select Property Group and dedicates minimal time to being Treasurer for a non-profit baseball club.

Employment History
Current Registrations
Rda Financial Network
March 2011 - Present · 14 yrs 11 mos
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
July 2016 - December 2022 · 6 yrs 5 mos
Cambridge Investment Research, INC.Broker
September 2010 - July 2016 · 5 yrs 10 mos
State Registrations2 states
IANE
Advisor
Exams
No exam information available for this advisor.