Ryan
Allen

Transamerica Financial Advisors, Inc

CRD#4930022
Investment Advisor
in Gunnison, CO

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About this Advisor

Ryan Allen is a financial advisor based in Gunnison, Colorado, working with Transamerica Financial Advisors, Inc. Ryan has previously held positions at Wfg, Rpa, Inc, Rocky Mountain Health Plans, Anthem Blue Cross Blue Shield, United Health One, Transamerica Financial Advisors, Inc, Connect For Health Colorado, Hubbard Creek Outfitters, Netlaw Group Inc, Wealthwave, Rick Barton Ministries, and Trinity Baptist Church. Ryan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Ryan is part of Transamerica Financial Advisors, Inc, which operates out of Gunnison, Colorado. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

100 E. Gothic Ave
Gunnison, CO 81230

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

CO Average: $1,855,561,029
Total Number of Employees

1,127

CO Average: 62
Total Number of Accounts

45,001

CO Average: 2,474
Average Account Size

$35,987

CO Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Ryan Allen Work History

2023 - Present (1 year)

Rick Barton Ministries

2022 - Present (2 years)

Netlaw Group Inc

2020 - Present (4 years)

Wealthwave

2013 - Present (11 years)

Connect For Health Colorado

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2011 - Present (13 years)

Trinity Baptist Church

2009 - Present (15 years)

Rocky Mountain Health Plans

2009 - Present (15 years)

Anthem Blue Cross Blue Shield

2006 - Present (18 years)

Rpa, Inc

2004 - Present (20 years)

Wfg

2013 - 2023 (10 years)

Hubbard Creek Outfitters

2009 - 2017 (8 years)

United Health One

Disclosures

Please visit the SEC profile of Ryan Allen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Financial Advisors, Inc

Jeremiah Schalk
Cincinnati, OH
Timothy Hardy
Englewood, CO
Pamela Rodriguez Reiffert
San Antonio, TX
Gregory Clingerman
Dayton, OH
Angel Vidal
Port Jefferson Station, NY
Jason Nunez
Dallas, TX
Steven Smith
Portland, OR
Stephen Short
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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