Ryan
Robertson
Clune & Associates
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About this Advisor
Ryan Robertson is a financial advisor based in Chicago, Illinois, working with Clune & Associates. Ryan has previously held positions at Sears Holdings Corporation, Polarx Ornament And Gift, City Of Strongsville, Versace, E&M Consulting - Raymond James, Ace Hardware, National Interstate Insurance, Great Lakes Water Sports, Fidelity Investments, Strongsville City Schools, Miami University, and Clune & Associates. Ryan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Illinois and Texas. Currently, Ryan is part of Clune & Associates, which operates out of Chicago, Illinois. The firm has 2 offices and 5 employees. The firm manages assets totaling $582.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Clune & Associates includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Clune & Associates Brokerage Details
$582,694,631
5
772
$754,786
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Ryan Robertson Work History
Clune & Associates
Clune & Associates
Great Lakes Water Sports
Fidelity Investments
National Interstate Insurance
E&M Consulting - Raymond James
Ace Hardware
Polarx Ornament And Gift
City Of Strongsville
Versace
Miami University
Sears Holdings Corporation
Strongsville City Schools
Disclosures
Please visit the SEC profile of Ryan Robertson 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 Clune & Associates
Chicago, IL
Chicago, IL
Chicago, IL
Vero Beach, FL
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