CR
CFP
CR
CFP

Carrie Ryan

41 Years of Experience
Indianapolis, IN
1 DisclosureBroker

Carrie Ryan is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Indianapolis, IN, with 41 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

9100 Keystone Crossing, Ste 625, Indianapolis, IN, 46240

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History

Regulatory History (1)
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Criminal
October 1979
Final Disposition
Other Business Activities

Carrie is an investment committee member for the Indiana Historical Society, dedicating minimal time. Carrie also manages/owns several family-owned LLCs holding real estate and has ownership in PR Capital Management LLC and Ryan Capital Management Inc, but spends minimal time on these activities.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
August 2011 - Present · 14 yrs 9 mos
Wells Fargo Advisors
August 2011 - Present · 14 yrs 9 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - August 2011 · 3 yrs 7 mos
Wells Fargo Advisors, LLCBroker
January 2008 - August 2011 · 3 yrs 7 mos
A. G. Edwards & Sons, INC.
February 2000 - January 2008 · 7 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
March 1989 - January 2008 · 18 yrs 10 mos
Blunt Ellis & Loewi IncorporatedBroker
March 1986 - March 1989 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1985 - April 1986 · 1 yr 1 mo
State Registrations25 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.