RW
CFP
RW
CFP

Ryan Patrick Williamson

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
2,401 clients
Average Client Portfolio
$394K average
Assets Under Management
$945.8M

Fee Structure

Financial Planning:Included in AUM fee
Loading...

Location

22 Calendar Court, 2nd Floor, La Grange, IL, 60525

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

Ryan has several business activities, including real estate rentals, operating as a registered investment advisor through Horizon Wealth Management, and authoring a book. He also uses outside vendors for non-variable insurance products, dedicating minimal time to this activity, and is associated with Horizon Wealth West LLC, an insurance agency.

Employment History
Current Registrations
Horizon Wealth Management
April 2014 - Present · 11 yrs 10 mos
LPL Financial LLCBroker
March 2005 - Present · 20 yrs 11 mos
LPL Financial LLC
March 2005 - Present · 20 yrs 11 mos
Previous Registrations
LPL Financial LLC
August 2005 - November 2015 · 10 yrs 3 mos
Edward JonesBroker
August 2000 - March 2005 · 4 yrs 7 mos
State Registrations29 states
ARAZCACODCFLGAILINLAMAMEMIMNMOMTNCNMNYOHORSCTNTXUTVAWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.