Ryan Behm
Ryan Behm is a registered investment advisor at Eagle Strategies LLC, based in Windsor, CO, with 21 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
4650 Royal Vista Circle, Suite 120, Windsor, CO, 80528
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2013Other Business ActivitiesSells Insurance
Ryan is an insurance broker and sells New York Life products, dedicating a few hours per week to these activities. Ryan also owns multiple real estate rental properties and is a member of several LLCs and HOAs related to these properties, spending minimal time on each.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations10 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.