RD
RD

Ryan Dezwarte

16 Years of Experience
Urbandale, IA
BrokerSells Insurance

Ryan Dezwarte is a registered investment advisor at LPL Financial LLC, based in Urbandale, IA, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

8515 Douglas Ave Ste 23, Urbandale, IA, 50322

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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 sells non-variable insurance, dedicating minimal time to this activity. He also owns a farm, spending a few hours per week on it.

Employment History
Current Registrations
LPL Financial LLC
August 2015 - Present · 11 yrs 1 mo
LPL Financial LLCBroker
April 2009 - Present · 17 yrs 5 mos
State Registrations23 states
AKALARAZCACOFLIAILINKYMDMIMNMOMTNCNMNYSDTXUTWI
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.
Ryan Dezwarte - Financial Advisor | TrueAdvisor