RF
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Ryan Fleischer

25 Years of Experience
Omaha, NE
Sells Insurance

Ryan Fleischer is a registered investment advisor at Revolution Capital, LLC, based in Omaha, NE, with 25 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 192 clients with $240M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
192 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$241.9M

Fee Structure

Investment management only (planning not offered)

Revolution Capital manages investment portfolios for a fee based on the value of your investments. The annual fee will not exceed 2%. A $25 per account, per quarter technology fee is also charged to cover technology and administrative costs, but this fee may be reduced or waived. Fees are negotiable and will be outlined in your investment advisory contract.

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Location

17838 Burke Street, # 103, Omaha, NE, 68118

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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

Ryan is the founder and president of Revolution Group, LLC, which provides business advisement and occasionally offers fixed insurance. He dedicates approximately 30 hours per month to this business, and expects to derive 5% of his total yearly compensation from it.

Employment History
Current Registrations
Revolution Capital, LLC
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
LPL Financial LLC
February 2006 - April 2019 · 13 yrs 2 mos
LPL Financial LLCBroker
February 2006 - April 2019 · 13 yrs 2 mos
Primevest Financial Services, INC.
June 2003 - February 2006 · 2 yrs 8 mos
Primevest Financial Services, INC.Broker
May 2003 - February 2006 · 2 yrs 9 mos
Waddell & Reed, INC.
November 2000 - May 2003 · 2 yrs 6 mos
Waddell & Reed, INC.Broker
September 2000 - May 2003 · 2 yrs 8 mos
State Registrations2 states
NETX
Advisor

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.
Ryan Fleischer - Financial Advisor | TrueAdvisor