RW
RW

Ryan Woytcke

22 Years of Experience
Maple Grove, MN
BrokerSells Insurance

Ryan Woytcke is a registered investment advisor at LPL Financial LLC, based in Maple Grove, MN, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

7200 Hemlock Lane Ste 112, Maple Grove, MN, 55369

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Ryan receives non-variable insurance trails, dedicating minimal time to this activity. He also spends about 10-20% of his time on tax preparation and accounting, and minimal time on a business entity for tax/investment purposes.

Employment History
Current Registrations
LPL Financial LLC
May 2024 - Present · 2 yrs 2 mos
LPL Financial LLCBroker
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
Crown Capital Securities, L.P.
December 2013 - May 2024 · 10 yrs 5 mos
Crown Capital Securities, L.P.Broker
July 2004 - May 2024 · 19 yrs 10 mos
Crown Capital Securities, L.P.Broker
September 2001 - July 2002 · 10 mos
State Registrations17 states
ARAZCACOFLGAIAILMIMNMONDNESDTXWAWI
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 Woytcke - Financial Advisor | TrueAdvisor