RP
RP

Ryan Palmquist

19 Years of Experience
Lincoln, NE
BrokerSells Insurance

Ryan Palmquist is a registered investment advisor at Cetera Investment Advisers LLC, based in Lincoln, NE, with 19 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

8400 Lexington Ave, Lincoln, NE, 68505

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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 sells fixed insurance products and is president of Palmquist, Inc., a DBA for financial services, dedicating nearly full-time hours to each. He also manages office tasks for Curnes Financial Group, provides financial services for Liberty First Credit Union, and works as a financial professional for CFG Advisors, all taking nearly full-time hours, and owns a camper rental business, requiring minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
October 2006 - Present · 19 yrs 7 mos
Cetera Wealth Services, LLCBroker
October 2006 - Present · 19 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2007 - June 2023 · 16 yrs
State Registrations25 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.