TrueAdvisor
TrueAdvisor
RB
CFP
RB
CFP

Ryan Beyel

First Heartland Consultants, INC.
11 Years of Experience
Omaha, NE
BrokerSells Insurance
View SEC Summary
View SEC Summary

Ryan Beyel is a CFP-designated registered investment advisor at First Heartland Consultants, INC., based in Omaha, NE, with 11 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 6,461 clients with $2.1B in assets under management.

First Heartland Consultants, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
99 advisors
Number of Clients
6,461 clients
Average Client Portfolio
$323K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$6.5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Maximum fee is 1.75% annually. Fees are negotiable and paid quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Omaha, NE

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 provides financial planning services for fixed and insurance products through Westminster Wealth Management, and investment advisory services through First Heartland Consultants. Both activities are investment-related.

Employment History
Current Registrations
First Heartland Consultants, INC.
August 2019 - Present · 7 yrs 2 mos
First Heartland Capital, INC.Broker
August 2019 - Present · 7 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, INC.
November 2016 - July 2019 · 2 yrs 8 mos
Ameriprise Financial Services, INC.Broker
February 2015 - July 2019 · 4 yrs 5 mos
State Registrations20 states
CTDCDEFLHIILMAMDNCNENJNYOHPARISCTNTXVAWI
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.
More Advisors
More financial advisors in Omaha, NE →All financial advisors in Nebraska →