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Ryan Coogan

26 Years of Experience
Hayward, WI
1 DisclosureBroker

Ryan Coogan is a registered investment advisor at Wells Fargo Advisors, based in Hayward, WI, with 26 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 Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

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

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Location

Hayward, WI

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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
June 2008
Denied
Other Business Activities

Ryan has 100% ownership in CEROS LLC and 33.3% ownership in Rize Wealth Management Group, LLC. He dedicates minimal time to these investment-related activities.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2024 - Present · 2 yrs 5 mos
Wells Fargo Advisors
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - May 2024 · 13 yrs 4 mos
Wells Fargo Advisors
January 2011 - May 2024 · 13 yrs 4 mos
Wells Fargo Investments, LLC
June 2004 - January 2011 · 6 yrs 7 mos
Wells Fargo Brokerage Services, L.L.C.Broker
January 2001 - August 2002 · 1 yr 7 mos
Wells Fargo Investments, LLCBroker
December 2000 - January 2011 · 10 yrs 1 mo
Wells Fargo Brokerage Services, L.L.C.Broker
September 2000 - December 2000 · 3 mos
Wells Fargo Brokerage Services, L.L.C.Broker
October 1999 - July 2000 · 9 mos
State Registrations31 states
ARAZCACOCTDEFLGAIAILMDMIMNMOMTNCNDNENHNJNMNVNYOHORSCSDTNTXWAWI
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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