Evan Ryan
Evan Ryan is a registered investment advisor at LPL Enterprise, LLC, based in Overland Park, KS, with 6 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
9900 W. 109th Street, Suite 120, Overland Park, KS, 66210
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Regulatory History (1)
Criminal
January 2000Other Business ActivitiesSells Insurance
Evan is involved with non-variable insurance through Principal, Petersen International, and Mass Mutual, dedicating minimal time to each. He also serves as a non-profit board member for the Church of the Ascension, also dedicating minimal time.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations11 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.