Ryan Reynolds
Ryan Reynolds is a registered investment advisor at Secure Asset Management, L.L.C., based in Colorado Spring, CO, with 7 years of industry experience. Ryan 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, Insurance Planning, and 3 more. Their firm serves 4,714 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SAM offers investment management services where they manage your investments based on your goals and risk tolerance. SAM may also use trading signals from third-party money managers to make investment decisions. The annual fee for SAM's investment management is negotiable, with a maximum of 2% of the value of your investments, or 0.50% quarterly. When SAM utilizes trading signals from unaffiliated third-party money managers, SAM charges 0.750% annually, or 0.1875% quarterly. A portion of this fee is paid to the third-party manager, up to 0.50%.
Location
1219 Lake Plaza Drive, Suite A, Colorado Spring, CO, 80906
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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 agent for accident & health, life, and variable insurance, and a mortgage loan originator. He also owns Reynolds Ranching LLC, operates Evergreen Planning & Investments as a DBA, is a notary public, and is a partner in Rise Aesthetic Institute and MReynolds.
Employment History
Current Registrations
Secure Asset Management, L.L.C.
Aurora Securities
Aurora SecuritiesBroker
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations4 states
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.