RB
RB

Ryan Bortner

14 Years of Experience
Fairfax Station, VA
Broker

Ryan Bortner is a registered investment advisor at Wells Fargo Advisors, based in Fairfax Station, VA, with 14 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Fairfax Station, VA

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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 Activities

Ryan is a finance committee member for Potomac Valley Swimming, spending minimal time per week. He also serves as a chief judge/referee for Fairfax Foxes and a referee for Barrington Blue Fins, dedicating about 10-20% of his time to each. Ryan also has 50% ownership in 114 PW Holdings, LLC, spending about 10-20% of his time.

Employment History
Current Registrations
Wells Fargo Advisors
April 2025 - Present · 1 yr 1 mo
Wells Fargo Advisors Financial Network, LLC
April 2025 - Present · 1 yr 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Wells Fargo Advisors
May 2013 - April 2025 · 11 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
August 2011 - April 2025 · 13 yrs 8 mos
State Registrations48 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.