RD
RD

Ryan Detrick

11 Years of Experience

Ryan Detrick is a registered investment advisor at Carson Group Investing, based in Omaha, NE, with 11 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)

Carson Group Investing (CGI) manages investments for an annual fee based on a percentage of the market value of your account. This fee can range up to 1.00% and is negotiable based on factors like account size and complexity. This fee does not include fees charged by the Introducing Advisor or the Referring Advisor, which can range up to 1.50%, bringing the total advisory fee to a maximum of 2.50%. The annual fee is billed quarterly in advance. In sub-advisor relationships, all fees are paid to CGI, which then pays a portion to the Referring Advisor.

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Location

14600 Branch St., Omaha, NE, 68154

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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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Employment History
Current Registrations
Cwm, LLC
August 2022 - Present · 3 yrs 8 mos
Carson Group Investing
August 2022 - Present · 3 yrs 8 mos
Previous Registrations
LPL Financial LLCBroker
March 2016 - August 2022 · 6 yrs 5 mos
LPL Financial LLC
January 2016 - August 2022 · 6 yrs 7 mos
Haberer Registered Investment Advisor INC
November 2014 - June 2015 · 7 mos
Ifs Fund Distributors, INC.Broker
October 2001 - June 2002 · 8 mos
State Registrations2 states
NEOH
Advisor

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.