RR
CFP
RR
CFP

Robert Ryan

31 Years of Experience
Plymouth, MN
BrokerSells Insurance

Robert Ryan is a CFP-designated registered investment advisor, based in Plymouth, MN, with 31 years of industry experience.

Location

505 N Highway 169, Suite 900, Plymouth, MN, 55441

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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

Robert has several business activities, including real estate rental, acting as a trustee, and DBAs for his LPL business under Wealth Enhancement Advisory Services and Wealth Enhancement Group. He also sells fixed insurance products.

Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
July 2023 - Present · 2 yrs 10 mos
Wealth Enhancement Brokerage Services, LLC
July 2023 - Present · 2 yrs 10 mos
Wealth Enhancement Advisory Services, LLC
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Ryan Financial INC.
April 2015 - July 2023 · 8 yrs 3 mos
LPL Financial LLC
July 2001 - October 2020 · 19 yrs 3 mos
LPL Financial LLCBroker
May 2001 - June 2025 · 24 yrs 1 mo
CUNA Brokerage Services, INC.Broker
August 1998 - May 2001 · 2 yrs 9 mos
Cowles, Sabol & Company, IncorporatedBroker
March 1998 - August 1998 · 5 mos
Richey Financial Group, INC.Broker
July 1996 - October 1996 · 3 mos
The Dreyfus Service CorporationBroker
December 1992 - June 1994 · 1 yr 6 mos
Lehman Brothers INC.Broker
May 1989 - August 1991 · 2 yrs 3 mos
State Registrations28 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Robert Ryan - Financial Advisor | TrueAdvisor