RJ
CFP
RJ
CFP

Ryan Jennings

5 Years of Experience
Bettendorf, IA
Broker

Ryan Jennings is a CFP-designated registered investment advisor at RBC Capital Markets, LLC, based in Bettendorf, IA, with 5 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

2308 56th Ave West, Bettendorf, IA, 52722

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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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Employment History
Current Registrations
RBC Capital Markets, LLC
March 2024 - Present · 2 yrs 6 mos
RBC Capital Markets, LLCBroker
March 2024 - Present · 2 yrs 6 mos
RBC Capital Markets, LLC
March 2024 - Present · 2 yrs 6 mos
Previous Registrations
Nikulski Financial, INC.
December 2019 - April 2021 · 1 yr 4 mos
Buckingham Strategic Wealth
September 2017 - November 2019 · 2 yrs 2 mos
Quad-Cities Investment Group, LLC
March 2017 - August 2017 · 5 mos
State Registrations30 states
ARAZCACODEFLGAIAIDILINKSKYMIMNMONCNENJNYOHOKORSCSDTNTXUTWAWI
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.