Brent Ries
Brent Ries is a registered investment advisor at Legacy Advisory Network, LLC, based in Dublin, OH, with 17 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Legacy Advisory Network does not directly manage your investments. Instead, they connect you with third-party investment advisors who manage your money. Legacy Advisory Network receives a portion of the fee you pay to the third-party advisor. The total fee you pay to both Legacy Advisory Network and the third-party advisor will not exceed 2.00% of the value of your investments.
Location
6315 Emerald Parkway, Dublin, OH, 43016
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brent is an independent insurance agent since 2007, specializing in accident & health, life, and variable insurance products. This activity is investment-related.
Employment History
Current Registrations
Legacy Advisory Network, LLC
Previous Registrations
Nationwide Investment Services CorporationBroker
PNC InvestmentsBroker
Natcity Investments, INC.Broker
Nylife Securities LLCBroker
State Registrations1 state
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.