RT
CFA
RT
CFA

Ryan Tunnell

10 Years of Experience
Los Angeles, CA
Broker

Ryan Tunnell is a CFA-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Los Angeles, CA, with 10 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

Loading...

Location

2029 Cenury Park E Ste 800, Los Angeles, CA, 90067

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 Activities

Ryan has outside employment at Comerica, dedicating approximately 60 hours per month to this role. This activity is investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
November 2023 - Present · 2 yrs 6 mos
Ameriprise Financial Services, LLC
November 2023 - Present · 2 yrs 6 mos
Ameriprise Financial Services, LLC
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Comerica Securities
August 2023 - November 2023 · 3 mos
Comerica SecuritiesBroker
August 2023 - November 2023 · 3 mos
U.S. Bancorp Investments, INC.Broker
May 2023 - June 2023 · 1 mo
Unionbanc Investment Services, LLCBroker
October 2020 - May 2023 · 2 yrs 7 mos
Unionbanc Investment Services, LLC
September 2020 - June 2023 · 2 yrs 9 mos
Matrix Private Capital Group
December 2018 - August 2020 · 1 yr 8 mos
Rim Securities LLCBroker
April 2015 - June 2018 · 3 yrs 2 mos
City National Rochdale
April 2015 - June 2018 · 3 yrs 2 mos
State Registrations1 state
CA
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.