RI
RI

Ryan Iwansky

9 Years of Experience
Omaha, NE
Broker

Ryan Iwansky is a registered investment advisor at D.A. Davidson & CO., based in Omaha, NE, with 9 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, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

450 Regency Parkway, Suite 400, Omaha, NE, 68114

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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 Activities

Ryan is the owner of a rental property through DLCI, LLC since 2019. He spends a few hours per week on rental management and leasing of the vacation rental property.

Employment History
Current Registrations
D.A. Davidson & CO.
May 2017 - Present · 9 yrs
D.A. Davidson & CO.Broker
March 2017 - Present · 9 yrs 2 mos
State Registrations39 states
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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 Iwansky - Financial Advisor | TrueAdvisor