RW
CFP
RW
CFP

Ryan Warner

23 Years of Experience
Maple Grove, MN
BrokerSells Insurance

Ryan Warner is a CFP-designated registered investment advisor, based in Maple Grove, MN, with 23 years of industry experience.

Location

Maple Grove, MN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Ryan owns an eBay business, spending about 10-15 hours per month. He is also a registered representative and compliance consultant for Oakwood Capital Advisors, LLC, spending minimal time on this. Ryan is a licensed insurance agent offering various fixed insurance products and spends a few hours per week on this activity.

Employment History
Current Registrations
Oakwood Capital Securities, INC.
October 2022 - Present · 3 yrs 9 mos
Oakwood Capital Securities, INC.Broker
October 2022 - Present · 3 yrs 9 mos
Prosperity Capital Advisors
June 2018 - Present · 8 yrs 1 mo
Previous Registrations
Mercap Securities, LLCBroker
February 2020 - November 2020 · 9 mos
Valor Capital Management, LLC
June 2018 - March 2024 · 5 yrs 9 mos
MML Investors Services, LLCBroker
March 2017 - June 2018 · 1 yr 3 mos
MML Investors Services, LLC
March 2017 - June 2018 · 1 yr 3 mos
Msi Financial Services, INC.
February 2014 - March 2017 · 3 yrs 1 mo
New England SecuritiesBroker
May 2013 - January 2015 · 1 yr 8 mos
Msi Financial Services, INC.Broker
December 2002 - March 2017 · 14 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
December 2002 - July 2007 · 4 yrs 7 mos
First Investors CorporationBroker
November 2002 - December 2002 · 1 mo
State Registrations2 states
MNOH
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 Warner - Financial Advisor | TrueAdvisor