RF
CFP · ChFC
RF
CFP · ChFC

Ryan Franks

23 Years of Experience
Cascade, MD
BrokerSells Insurance

Ryan Franks is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Cascade, MD, with 23 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

25009 Lake Wastler Drive, Cascade, MD, 21719

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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 is an independent insurance agent selling fixed insurance products and a sales representative for DSF Wealth Management Group LLC, selling insurance and securities. He also owns Ryan Franks Wealth Group LLC (S-Corp for tax purposes), is a partner in Frozen Greens, LLC (a farm), and a board member of the 4:12 Foundation (a non-profit).

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Cetera Wealth Services, LLC
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
July 2004 - June 2021 · 16 yrs 11 mos
Voya Financial Advisors, INC.Broker
June 2004 - June 2021 · 17 yrs
Esi Financial Advisors
May 2003 - June 2004 · 1 yr 1 mo
Equity Services, INC.Broker
January 2003 - June 2004 · 1 yr 5 mos
State Registrations43 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.