RN
CFP
RN
CFP

Ryan Nietert

18 Years of Experience
Oakbrook Terrace, IL
1 DisclosureBrokerSells Insurance

Ryan Nietert is a CFP-designated registered investment advisor, based in Oakbrook Terrace, IL, with 18 years of industry experience.

Location

17W220 22nd St., Ste. 300, Oakbrook Terrace, IL, 60181

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History

Regulatory History (1)
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Customer Dispute
December 2009
Denied
Other Business ActivitiesSells Insurance

Ryan is an independent insurance agent since 2007, dedicating about 10-20% of his time to this. He is also an advisory representative of a RIA (CIRA), spending nearly full-time hours on this, and is the President/DBA with his wife at Oakcrest Capital LLC, spending about a quarter of his time. Ryan is also a CPA, tax preparer, and enrolled agent at Oakcrest Tax and Accounting Group, LLC, spending minimal time, a certified divorce financial analyst at Oakcrest Capital LLC, spending a few hours per week, and has a referral relationship/consultant role with VARO, spending minimal time.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
December 2012 - Present · 13 yrs 5 mos
Cambridge Investment Research, INC.Broker
December 2012 - Present · 13 yrs 5 mos
Previous Registrations
Park Avenue Securities LLC
February 2010 - December 2012 · 2 yrs 10 mos
Park Avenue Securities LLCBroker
August 2007 - December 2012 · 5 yrs 4 mos
State Registrations24 states
AKARAZCACOFLILINKSMAMDMIMNMOMTNCNMNVOHSCSDTNTXWI
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 Nietert - Financial Advisor | TrueAdvisor