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RH
CFP · ChFC
RH
CFP · ChFC

Ryan Haag

Private Client Services, LLC
32 Years of Experience
Edina, MN
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Ryan Haag is a CFP, ChFC-designated registered investment advisor at Private Client Services, LLC, based in Edina, MN, with 32 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,765 clients with $1.4B in assets under management.

Private Client Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
685 advisors
Number of Clients
8,765 clients
Average Client Portfolio
$158K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1M+1.25%

Fees are negotiable based on client complexity and relationship size. Third-party manager marketplace adds 0.15% to 1.00% subscription fees. American Funds F2 program charges 0.25% to 1.00% flat rate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7601 France Avenue South, Suite 100, Edina, MN, 55435

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2020
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Ryan assists clients with fixed life insurance and life settlements through Ryan T Haag Financial LLC, dedicating minimal time to this activity. He also works as a Registered Investment Advisor (RIA) at Tradition Wealth Management, which is a full-time commitment.

Employment History
Current Registrations
Private Client Services, LLCBroker
January 2025 - Present · 1 yr 9 mos
Tradition Wealth Management LLC
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Concourse Financial Group Securities, INC.Broker
February 2021 - January 2025 · 3 yrs 11 mos
Lincoln Financial Advisors Corporation
November 2013 - February 2021 · 7 yrs 3 mos
Lincoln Financial Advisors Corporation
March 2008 - December 2010 · 2 yrs 9 mos
Lincoln Financial Advisors Corporation
December 2006 - December 2007 · 1 yr
Lincoln Financial Advisors CorporationBroker
July 2001 - February 2021 · 19 yrs 7 mos
The Lincoln National Life Insurance CompanyBroker
July 2001 - April 2006 · 4 yrs 9 mos
Woodbury Financial Services, INC.Broker
January 1994 - August 2001 · 7 yrs 7 mos
State Registrations15 states
ALAZCAFLIAIDILMNNCNVOKSDTXVAWI
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.
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