Ryan Bodin
Ryan Bodin is a CFP-designated registered investment advisor at Vanderbilt Advisory Services, based in Wayzata, MN, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,470 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VAS offers investment management through its Managed Account Program and VFG Tactical Model Portfolios. Fees are based on assets under management and can be structured as a flat annual fee, flat percentage, threshold billing, or tiered billing. The specific fee structure is outlined in the Investment Advisory Agreement.
VAS also uses Betterment for Advisors, where fees range from 0.12% to 0.25% of account balances, charged monthly or quarterly. VAS also charges an advisory fee on top of the Betterment fee.
Location
600 Twelve Oaks Center Drive, Suite 201, Wayzata, MN, 55391
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Regulatory History (1)
Criminal
January 2022Other Business ActivitiesSells Insurance
Ryan is the owner/producer/agent at Total Benefit Solutions, Inc. where he sells fixed annuities, insurance, and LTC, dedicating about 10-20% of his time. He also runs his financial advisor business expenses and income through Smart Capital Management, Inc., spending nearly full-time hours on this activity.
Employment History
Current Registrations
Vanderbilt Advisory Services
Vanderbilt Securities, LLCBroker
Previous Registrations
Vanderbilt Advisory Services
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward JonesBroker
Morgan Stanley Dw INC.Broker
State Registrations12 states
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.