Ryan
Wells
Prism Financial Strategies, LLC
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About this Advisor
Ryan Wells is a financial advisor operating out of Englewood, Colorado who has 3 years of relevant experience. Wells works at Prism Financial Strategies, LLC. Over the course of their career, Wells has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Sanctuary Securities, LLC, Sanctuary Wealth Advisors, LLC, Rbc Capital Markets, LLC, Prism Financial Strategies, Advisory Consulting Group LLC and Strategies Capital Management. Wells has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to work in Colorado. Prism Financial Strategies, LLC is an advisory firm that has its headquarters in Englewood, CO. It administers $196 million in assets under management between its 738 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm advises six charities and foundations. Of its 738 client accounts, 21% are held by high-net-worth individuals who have at least $1 million in investable assets. Prism Financial Strategies, LLC has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fees are based on which service is offered. Fee types billed by Prism Financial Strategies, LLC can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prism Financial Strategies, LLC Brokerage Details
$195,897,523
8
738
$265,444
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Ryan Wells Work History
Ryan has been registered as a financial advisor for 3 years.*
Prism Financial Strategies
Advisory Consulting Group LLC
Strategies Capital Management
Sanctuary Securities, LLC
Sanctuary Wealth Advisors, LLC
Rbc Capital Markets, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ryan Wells 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 Prism Financial Strategies, LLC
Englewood, CO
Englewood, CO
Englewood, CO
Highlands Ranch, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
The content in this profile was updated by SmartAsset on 4/16/2023. 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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