Ryan Larson is a registered investment advisor at Firstline Financial LLC, based in Gilbert, AZ, with 13 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 76 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.). Total fees to Client will never exceed the safe harbor threshold of 3% of assets under management per year.
Fee Estimator
Location
2162 E Williams Field Rd, Suite 111, Gilbert, AZ, 85295
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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 ActivitiesSells Insurance
Ryan works part-time as an engineer for the City of Phoenix since 2005. Since 2020, Ryan has also worked as an independent insurance agent with FirstLine Wealth Management LLC, selling life insurance and annuities, taking about half of his time. Ryan also owns STRKN LLC, selling machined parts, dedicating a few hours per week.
Employment History
Current Registrations
Firstline Financial LLC
Previous Registrations
Kalos Management
Bridgelight Capital LLC
Kalos Management
Kalos Capital, INC.Broker
Madison Avenue Securities, INC.
Madison Avenue Securities, INC.Broker
State Registrations3 states
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.