Ryan Bosch
Ryan Bosch is a registered investment advisor at Equitable Advisors, LLC, based in Cedar Rapids, IA, with 24 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
4027 Glass Road Ne, Cedar Rapids, IA, 52402
Get directionsHistory
Regulatory History (1)
Criminal
June 1999Other Business Activities
Ryan is a co-owner of an office building (Grandslam LLC), Vice President at Bosch Financial Inc, partner/co-owner of investment property, and HOA Treasurer. He also participates in the Associated General Contractors of Iowa and the Cedar Rapids Community School District - School Improvement Advisory Committee, dedicating minimal time to these activities.
Employment History
Current Registrations
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Previous Registrations
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
State Registrations17 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.