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CFP
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CFP

Ryan Finch

Emerson Equity LLC
11 Years of Experience
Greenwood Village, CO
6 DisclosuresBroker
View SEC Summary
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Ryan Finch is a CFP-designated registered investment advisor at Emerson Equity LLC, based in Greenwood Village, CO, 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 Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 620 clients with $320M in assets under management.

Emerson Equity LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
Number of Clients
620 clients
Average Client Portfolio
$519K average
Assets Under Management
$321.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiable with a maximum fee of 2.5% charged annually (billed quarterly at up to 0.625% per quarter).

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

Location

9250 E Costilla Avenue, Suite 105, Greenwood Village, CO, 80112

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2026
Pending
Customer Dispute
April 2026
Pending
Customer Dispute
March 2026
Pending
Customer Dispute
November 2025
Pending
Customer Dispute
October 2025
Pending
Customer Dispute
July 2025
Pending
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Ryan is a managing partner/member in several LLCs (Finch Sertich Capital LLC, 1395 Harlan LLC, Approach 99 LLC, SC RE I LLC, and Whitestone Real Estate Fund I, LLC) focused on real estate investments and management. He also owns Tangible Wealth Solutions LLC and is a youth soccer coach, dedicating minimal time to the latter.

Employment History
Current Registrations
Emerson Equity LLC
May 2020 - Present · 6 yrs 5 mos
Emerson Equity LLCBroker
April 2020 - Present · 6 yrs 6 mos
Previous Registrations
Colorado Financial Service Corporation
February 2018 - April 2020 · 2 yrs 2 mos
Colorado Financial Service CorporationBroker
September 2017 - April 2020 · 2 yrs 7 mos
Cobiz Wealth
September 2014 - March 2017 · 2 yrs 6 mos
State Registrations25 states
ARAZCACOFLGAHIKYLAMDMOMTNCNDNENMNVNYOHOKORTNTXVAWA
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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