Daniel Ryan is a registered investment advisor at Daniel Ryan Financial LLC, based in Holly, MI, with 11 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 5 clients with $1.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Daniel Ryan Financial LLC charges $200 per hour for portfolio management services, not exceeding 2% of the assets managed. Clients can opt for a flat quarterly fee of $900 instead of the hourly rate.
Location
Holly, MI
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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
Daniel works as a sales associate/laborer at Kerton Lumber, dedicating minimal time. He also assists his mother with leasing, taxes, and insurance related to her farmland, spending minimal time on this activity as well.
Employment History
Current Registrations
Daniel Ryan Financial LLC
Previous Registrations
Jackson National Life Distributors LLCBroker
Jackson National Life Distributors LLCBroker
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.