RK
CFP
RK
CFP

Ryan Keshemberg

18 Years of Experience
Fitchburg, WI
Sells Insurance

Ryan Keshemberg is a CFP-designated registered investment advisor at Advisornet Wealth Partners, based in Fitchburg, WI, with 18 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,514 clients with $3.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
58 advisors
Number of Clients
3,514 clients
Average Client Portfolio
$896K average
Assets Under Management
$3.1B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.20%

Fees are non-negotiable and based on a fixed percentage of assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Fitchburg, WI

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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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Other Business ActivitiesSells Insurance

Ryan is an agent selling fixed insurance through AdvisorNet Insurance since 2013, dedicating a few hours per week. He also receives referral fees for student loan refinancing referrals to Darien Rowayton Bank.

Employment History
Current Registrations
Advisornet Wealth Partners
November 2013 - Present · 12 yrs 11 mos
Previous Registrations
Cri Securities, LLC
November 2007 - November 2013 · 6 yrs
Securian Financial Services, INC.
November 2007 - November 2013 · 6 yrs
State Registrations2 states
TXWI
Advisor

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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