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Ryan Bishop

12 Years of Experience
West Des Moines, IA
1 DisclosureBroker

Ryan Bishop is a registered investment advisor at LPL Financial LLC, based in West Des Moines, IA, with 12 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

6600 Westown Pkwy Ste 260, West Des Moines, IA, 50266

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2017
Denied
Other Business Activities

Ryan operates his LPL business through Aspen Financial Services, Inc. He also owns KCRB Properties LLC, a real estate rental business, dedicating a few hours per week to it.

Employment History
Current Registrations
LPL Financial LLC
October 2023 - Present · 2 yrs 9 mos
LPL Financial LLCBroker
October 2023 - Present · 2 yrs 9 mos
Previous Registrations
Bankers Life Advisory Services, INC.
April 2021 - October 2023 · 2 yrs 6 mos
Bankers Life Securities, INC.Broker
May 2016 - October 2023 · 7 yrs 5 mos
Proequities, INC.Broker
June 2013 - May 2016 · 2 yrs 11 mos
State Registrations3 states
FLIAMO
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.