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Ryan Schachtner

23 Years of Experience
Fort Mill, SC
BrokerSells Insurance

Ryan Schachtner is a registered investment advisor, based in Fort Mill, SC, with 23 years of industry experience.

Location

Fort Mill, SC

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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 works as an advisory representative of a Registered Investment Advisor (RIA), dedicating about 10-20% of his time. He is also the CEO of Caroline Asset Management, working as an independent insurance agent for various companies, spending a few hours per week. Ryan is also CEO of 1Market Street, LLC, involved in book sales and speaking, dedicating minimal time.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
September 2020 - Present · 5 yrs 8 mos
Cambridge Investment Research, INC.Broker
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Oneamerica Securities, INC.
November 2015 - September 2020 · 4 yrs 10 mos
Oneamerica Securities, INC.Broker
November 2015 - September 2020 · 4 yrs 10 mos
Securian Financial Services, INC.
January 2015 - November 2015 · 10 mos
Securian Financial Services, INC.Broker
November 2014 - November 2015 · 1 yr
Northwestern Mutual Investment Services, LLCBroker
August 2011 - November 2014 · 3 yrs 3 mos
MML Investors Services, LLCBroker
February 2008 - July 2011 · 3 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
May 2004 - February 2008 · 3 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
October 2001 - May 2003 · 1 yr 7 mos
State Registrations7 states
FLGAIDNCSCTXVA
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.
Ryan Schachtner - Financial Advisor | TrueAdvisor