Ryan Haslam
Ryan Haslam is a CFP-designated registered investment advisor at Hesen & Haslam, based in Woodland Hills, CA, with 23 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 269 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hesen & Haslam offers investment management through wrap fee programs. The fees for these services are described in a separate brochure. They also offer referrals to third-party money managers, where fees will not exceed 3.00% annually, with a portion paid to Hesen & Haslam. The specific fee arrangement is detailed in the third-party manager's agreement.
Location
21031 Ventura Blvd, Ste 424, Woodland Hills, CA, 91364
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Regulatory History
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 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
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Hesen & Haslam
New England Securities Corporation
New England SecuritiesBroker
State Registrations27 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.