RM
CFP
RM
CFP

Ryne Mading

9 Years of Experience
Powell, WY
Broker

Ryne Mading is a CFP-designated registered investment advisor at Golden State Wealth Management, LLC, based in Powell, WY, with 9 years of industry experience. Ryne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 3,888 clients with $1.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
48 advisors
Number of Clients
3,888 clients
Average Client Portfolio
$472K average
Assets Under Management
$1.8B

Fee Structure

Planning is included in investment management (also available separately)

Golden State Wealth Management charges a maximum of 2.00% annually for asset management and comprehensive portfolio management services. The exact fee will be outlined in your advisory agreement. Fees are calculated based on the value of your account and billed quarterly in advance. Fees are negotiable.

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Location

254 E 2nd Street, Suite 2, Powell, WY, 82435

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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.

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Other Business Activities

Ryne operates under the DBA Switchbacks Capital Advisory for his LPL business and is an IAR with Golden State Wealth Management, spending nearly full-time on investment advisory services. Ryne also owns rental real estate through Switchback Properties, LLC and Mosaic Properties, LLC, and works as a financial education workshop instructor and consultant, dedicating minimal time to these activities.

Employment History
Current Registrations
Golden State Wealth Management, LLC
June 2021 - Present · 5 yrs 1 mo
LPL Financial LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2017 - June 2021 · 4 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2016 - June 2021 · 4 yrs 8 mos
State Registrations4 states
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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.
Ryne Mading - Financial Advisor | TrueAdvisor