RB
RB

Ryan Biniak

7 Years of Experience
Tinley Park, IL
Sells Insurance

Ryan Biniak is a registered investment advisor at Midwest Financial Network, LLC, based in Tinley Park, IL, 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 2 more. Their firm serves 218 clients with $140M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
218 clients
Average Client Portfolio
$651K average
Assets Under Management
$141.9M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.05%
$2.0M - $5.0M0.85%
$5M+0.68%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

17244 Oak Park Avenue, Tinley Park, IL, 60477

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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 ActivitiesSells Insurance

Ryan works as an insurance agent, selling and servicing insurance products through unaffiliated issuers and agencies since 2010. This activity involves about 10-20% of his time each month.

Employment History
Current Registrations
Midwest Financial Network, LLC
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Evergreen Capital Management INC
August 2018 - June 2019 · 10 mos
State Registrations3 states
IAILIN
Advisor

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.
Ryan Biniak - Financial Advisor | TrueAdvisor