David Ryan
David Ryan is a registered investment advisor at Founders Financial Securities, LLC, based in Imperial, MO, with 13 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,021 clients with $3.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FFS offers several investment management programs. Fees are determined separately for each account and are negotiable, based on factors like assets under management, account structure, and services provided. Fees are generally a percentage of assets under management and can be charged quarterly or monthly, in advance or arrears.
Independence Advisory accounts typically do not exceed 2.50% annually. The Managed Portfolio Program has a fee of 1.65% annually. FCMS Private Wealth Solutions fees do not exceed 1.70% of the first $1,000,000 and 1.40% thereafter, annually. Nationwide Variable Annuity fees do not exceed 1.50% annually.
Some programs have minimum account balances and additional custodial fees that could result in an effective rate greater than the stated percentage.
Location
1502 Professional Drive, Imperial, MO, 63052
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2019Other Business ActivitiesSells Insurance
David is the president of Cadre Asset Management, involved in investment management and insurance sales, dedicating about 10-20% of his time. He also holds various other positions, including CFO of a veterinary practice and real estate holding company, radio host, assistant basketball coach, and treasurer for both a political campaign and a non-profit organization.
Employment History
Current Registrations
Founders Financial Securities, LLC
Founders Financial Securities LLCBroker
Previous Registrations
Brokers Financial
Brokers International Financial Services, LLC.Broker
Fra Wealth Management LLC
Compass Retirement Group LLC
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
PNC InvestmentsBroker
PNC Investments
Natcity Investments, INC.
Natcity Investments, INC.Broker
AXA Advisors, LLC
AXA Advisors, 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.