Ryan Cohen
Ryan Cohen is a registered investment advisor at Cetera Investment Advisers LLC, based in Livonia, MI, with 9 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
17310 Farmington Rd, Livonia, MI, 48152
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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
Ryan is an insurance agent for GBU Financial Life and Avantax affiliated insurance agencies, selling fixed annuities, life insurance, and equity indexed annuities, dedicating about 10-20% of his time to each. He also co-owns the Center for Tax Planning, coordinating tax services for clients, and MIP Advisors, LLC, an entity for healthcare and payroll expenses.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Spc
Sigma Financial CorporationBroker
State Registrations9 states
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