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CFP
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CFP

Ryan Connell

Ameriprise Financial Services, LLC
18 Years of Experience
Powell, OH
Broker
View SEC Summary
View SEC Summary

Ryan Connell is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Powell, OH, with 18 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

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

Location

8671 Owenfield Dr, Powell, OH, 43065-7065

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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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Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2026 - Present · 4 mos
Huntington Financial Advisors
August 2019 - Present · 7 yrs 2 mos
The Huntington Investment CompanyBroker
August 2019 - Present · 7 yrs 2 mos
Previous Registrations
Securities America Advisors, INC.
August 2018 - August 2019 · 1 yr
Securities America, INC.Broker
August 2018 - August 2019 · 1 yr
Wells Fargo Clearing Services, LLCBroker
January 2016 - May 2018 · 2 yrs 4 mos
Wells Fargo Clearing Services, LLC
January 2016 - May 2018 · 2 yrs 4 mos
Morgan Stanley
June 2012 - February 2016 · 3 yrs 8 mos
Morgan StanleyBroker
May 2012 - February 2016 · 3 yrs 9 mos
The Huntington Investment CompanyBroker
February 2009 - April 2011 · 2 yrs 2 mos
Nylife Securities LLCBroker
October 2005 - February 2008 · 2 yrs 4 mos
State Registrations14 states
CACOFLILINKSMINVOHPASCTNVAWI
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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