RC
CFP
RC
CFP

Ryan Callahan

16 Years of Experience
Bedford, NH
1 DisclosureBroker

Ryan Callahan is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Bedford, NH, with 16 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

288 S River Rd, Bldg C Unit 1, Bedford, NH, 03110

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History

Regulatory History (1)
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Customer Dispute
July 2024
Settled
Other Business Activities

Ryan is the President of Callahan since May 2023, dedicating minimal time. He also hosts a podcast named Barkin' Bryant Football, which is not investment-related and takes minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2023 - Present · 3 yrs 2 mos
Ameriprise Financial Services, LLC
May 2023 - Present · 3 yrs 2 mos
Ameriprise Financial Services, LLCBroker
May 2023 - Present · 3 yrs 2 mos
Previous Registrations
Northeast Planning Associates, INC.
December 2018 - May 2023 · 4 yrs 5 mos
LPL Financial LLC
December 2018 - May 2023 · 4 yrs 5 mos
LPL Financial LLCBroker
November 2018 - May 2023 · 4 yrs 6 mos
Lincoln Financial Distributors, INC.Broker
March 2018 - October 2018 · 7 mos
Fidelity Investments Institutional Services Company, INC.Broker
November 2009 - March 2018 · 8 yrs 4 mos
State Registrations18 states
CACTDEFLILMAMDMENHNJOHPARISCTXVAVTWA
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.