RN
CFP
RN
CFP

Ryan Norton

12 Years of Experience
Marion, IA
BrokerSells Insurance

Ryan Norton is a CFP-designated registered investment advisor, based in Marion, IA, with 12 years of industry experience.

Location

880 13th St, Marion, IA, 52302

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Ryan is an independent insurance agent for various companies through Farmers State Bank since 2016, and an advisory representative of a RIA through CIRA since 2018, taking about 10-20% of his time. He is also a board member for Marion Independent School Foundation & Alumni Association, and a W2 employee and IAR for FSB Investments, dedicating minimal time to each.

Employment History
Current Registrations
Cambridge Investment Research, INC.
October 2018 - Present · 7 yrs 9 mos
Cambridge Investment Research Advisors, INC.
October 2018 - Present · 7 yrs 9 mos
Cambridge Investment Research, INC.Broker
October 2018 - Present · 7 yrs 9 mos
Previous Registrations
Investment Advisors CORP
August 2016 - October 2018 · 2 yrs 2 mos
Broker Dealer Financial Services CORP.Broker
June 2016 - October 2018 · 2 yrs 4 mos
Bancwest Investment Services, INC.Broker
November 2013 - June 2016 · 2 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
March 2012 - July 2012 · 4 mos
State Registrations20 states
AKALARAZCOFLGAIAILKSMNMOMTNCOHTNTXVAWAWI
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 Norton - Financial Advisor | TrueAdvisor