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CFP
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CFP

Ryan Haslam

Hesen & Haslam
24 Years of Experience
Woodland Hills, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Ryan Haslam is a CFP-designated registered investment advisor at Hesen & Haslam, based in Woodland Hills, CA, with 24 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 Annuities, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 269 clients with $280M in assets under management.

Hesen & Haslam
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
269 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$283.7M

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Fees are negotiable and vary by program, up to a maximum of 3.00% annually depending on the specific LPL sponsored advisory program chosen.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

21031 Ventura Blvd, Ste 424, Woodland Hills, CA, 91364

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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 is affiliated with Hensen & Haslam Retirement Income Specialist, focusing on non-variable insurance, dedicating about 10-20% of his time. He also provides investment advisory services through HESEN & HASLAM, spending nearly full-time hours on this activity.

Employment History
Current Registrations
Hesen & Haslam
January 2018 - Present · 8 yrs 9 mos
LPL Financial LLC
May 2014 - Present · 12 yrs 5 mos
LPL Financial LLC
May 2014 - Present · 12 yrs 5 mos
LPL Financial LLCBroker
May 2014 - Present · 12 yrs 5 mos
Previous Registrations
Hesen & Haslam
March 2017 - December 2017 · 9 mos
New England Securities Corporation
April 2005 - June 2014 · 9 yrs 2 mos
New England SecuritiesBroker
July 2002 - June 2014 · 11 yrs 11 mos
State Registrations27 states
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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.
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