Ryan Finn is a registered investment advisor at Apis Financial Group, LLC, based in Denver, CO, with 12 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 8 clients with $4.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Annual fees may be negotiable on a per client basis.
Fee Estimator
Location
Denver, CO
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Regulatory History
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 Activities
Ryan is the President of Command Financial Group LLC, a mortgage brokering business, dedicating about a quarter of his time. He is also a registered representative with Great Point Capital, focusing on alternate investments, which takes minimal time.
Employment History
Current Registrations
Apis Financial Group, LLC
Previous Registrations
Great Point Capital LLCBroker
Command Financial Group
E*trade Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.