Ryan Mcnamara
Ryan Mcnamara is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sioux Falls, SD, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
225 S Minnesota Avenue, Sioux Falls, SD, 57104
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Regulatory History
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 is a licensed insurance agent selling fixed insurance products through Bank Midwest Insurance Agency, dedicating minimal time to this. He also operates under the DBA Midwest Wealth Management for his LPL business, spending more than full-time hours on this endeavor.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Sii Investments, INC.
Sii Investments, INC.Broker
Bancwest Investment Services, INC.Broker
Primevest Financial Services, INC.Broker
State Registrations14 states
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