RU
RU

Ryan Ullmann

8 Years of Experience
Bryan, TX
Broker

Ryan Ullmann is a registered investment advisor at Cetera Investment Advisers LLC, based in Bryan, TX, with 8 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

1716 Briarcrest Drvie, Bryan, TX, 77802

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 coaches at Twelve Baseball Academy, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2019 - Present · 6 yrs 8 mos
Cetera Investment Services LLCBroker
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Thrivent Investment Management INC.Broker
July 2017 - September 2018 · 1 yr 2 mos
State Registrations1 state
TX
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.