RC
RC
Ryan Coogan
26 Years of Experience
Golden Valley, MN
1 DisclosureBroker
Ryan Coogan is a registered investment advisor at Wells Fargo Advisors, based in Golden Valley, MN, with 26 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
701 Xenia Avenue South, 170 Fl1, Golden Valley, MN, 55416
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2008Denied
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 4 mos
Wells Fargo Advisors
May 2024 - Present · 2 yrs 4 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 Registrations29 states
ARAZCACOCTDEFLGAIAILMDMIMNMOMTNCNDNENHNMNVNYOHORSCSDTXWAWI
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.