DR
DR

Dennis Patrick Ryan

14 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
205 advisors
Number of Clients
9,865 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$15.0B

Fee Structure

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Location

1650 N. Arlington Heights Road, Suite 204, Arlington Heights, IL, 60004

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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

Dennis is an insurance broker or agent, selling through numerous insurance companies, including SRM, an affiliated company. He is also a financial advisor at Midway Wealth Partners, dedicating about a quarter of his time to serving clients, and an author who spends minimal time monitoring book distribution.

Employment History
Current Registrations
Summit Financial, LLC
September 2024 - Present · 1 yr 5 mos
World Equity Group, INC.Broker
May 2011 - Present · 14 yrs 9 mos
Previous Registrations
Midway Wealth Partners, LLC
January 2023 - April 2025 · 2 yrs 3 mos
World Equity Group, INC.
August 2011 - April 2025 · 13 yrs 8 mos
State Registrations22 states
AZCACOFLGAIAILINKSKYMAMINCNENVNYORSCTNTXVTWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.