RM
CFP
RM
CFP
Ryan Meeks is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Bozeman, MT, with 13 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
695 advisors
IM Fee
Planning only
Assets Under Management
$41.8B
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
- Financial planning services — generally ranges from $1,500 to $15,000 or more depending on the complexity of the client's financial circumstances and local market considerations.
One-Time Plan:$1,500 - $15,000
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Location
1101 E Main St, Suite 301, Bozeman, MT, 59715
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2019Closed-No Action
Employment History
Current Registrations
D.A. Davidson & CO.
January 2013 - Present · 13 yrs 9 mos
D.A. Davidson & CO.Broker
December 2012 - Present · 13 yrs 10 mos
State Registrations30 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.
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