Ryan
Bly

Cetera Investment Advisers LLC

CRD#5705315
Investment Advisor
in Wichita, KS

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About this Advisor

Ryan Bly is a financial advisor operating out of Wichita, Kansas with a total of 1 year of relevant experience. Bly currently works for Cetera Investment Advisers LLC. Their career trajectory has included roles at Umb Bank, Commerce Bank, Comerce Brokerage Servies, Inc, U.S. Bancorp Investments, Inc, Lpl Financial LLC, Emprise Bank, Cetera Investment Services LLC and Cetera Investment Advisers LLC. Bly maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Kansas and Missouri. Cetera Investment Advisers LLC is a registered investment business based in Schaumburg, IL. The investment advisory business has offices in 1,614 locations and a total of 3,094 financial advisors. It has $33 billion in assets under management among its 176,986 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 431 charities and foundations. Of its 176,986 customer accounts, 23% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees usually depend on which services the firm provides the client. Fees billed by Cetera Investment Advisers LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

257 North Broadway
Wichita, KS 67202

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

KS Average: $6,674,516,078
Total Number of Employees

3,094

KS Average: 44
Total Number of Accounts

176,986

KS Average: 2,564
Average Account Size

$188,469

KS Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Ryan Bly Work History

Ryan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Emprise Bank

2022 - Present (2 years)

Cetera Investment Services LLC

2022 - Present (2 years)

Cetera Investment Advisers LLC

2020 - 2022 (2 years)

Lpl Financial LLC

2017 - 2020 (3 years)

U.S. Bancorp Investments, Inc

2013 - 2017 (4 years)

Commerce Bank

2013 - 2017 (4 years)

Comerce Brokerage Servies, Inc

2009 - 2013 (4 years)

Umb Bank

*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 Bly 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 Cetera Investment Advisers LLC

Michael Nelson
Anaheim, CA
Eric Siegeltuch
Yonkers, NY
Erin Mcclain
Philadelphia, PA
Michelle Yang
San Marino, CA
Joseph Charron
Oklahoma City, OK
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

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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