RG
RG

Ryan Genzman

12 Years of Experience
Tucson, AZ
Sells Insurance

Ryan Genzman is a registered investment advisor at Gr Financial Group, LLC, based in Tucson, AZ, with 12 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,563 clients with $980M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,563 clients
Average Client Portfolio
$628K average
Assets Under Management
$981.5M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
AnyIncluded
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4556 E Camp Lowell, Tucson, AZ, 85712

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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 is a member of Genzman Family LLC and Placita Escondida Opportunity Fund LLC, both real estate related. Ryan also owns Adelaide Properties LLC (real estate) and is an insurance agent with GR Financial Group LLC, spending minimal time on each.

Employment History
Current Registrations
Gr Financial Group, LLC
February 2015 - Present · 11 yrs 3 mos
Previous Registrations
Mutual Securities, INC.Broker
January 2015 - September 2022 · 7 yrs 8 mos
Bgr Financial Group, LLC
September 2013 - May 2015 · 1 yr 8 mos
State Registrations1 state
AZ
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.