Ryan Mcnamara
Ryan Mcnamara is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Windom, MN, with 25 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
245 9th Street, Windom, MN, 56101
Get directionsHistory
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 Registrations15 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.
Exams
More Advisors
- Cynthia Schwert, CFPCetera Investment Advisers LLC
- Stacie Sanow, ChFCState Farm Investment Management CORP.
- Justin Espenson, ChFCThrivent Investment Management INC.