Ryan
Theisen
Advance Capital Management Inc
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About this Advisor
Ryan Theisen is a certified financial planner who works in Southfield, Michigan with 4 years of relevant experience. Theisen is an advisor for Advance Capital Management Inc. Over the course of their career, they have held roles at Advance Capital Management, Inc, University Of Michigan - Dearborn, Plymouth High School and Little Caesars. Theisen maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in Michigan. Advance Capital Management Inc is a financial advisory firm operating out of Southfield, MI. The company has offices in four locations and a total of 54 financial advisors. It handles $4 billion in assets between its 13,699 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 15 charities and foundations. Of its 13,699 client accounts, just 14% are held by high-net-worth investors who have greater than $1 million in assets. Advance Capital Management Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advisory services usually vary depending on which services the firm provides the client. However, fee types charged by Advance Capital Management Inc likely are comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advance Capital Management Inc Brokerage Details
$3,569,927,529
54
13,699
$260,598
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 Theisen Work History
Ryan has been registered as a financial advisor for 4 years.*
Advance Capital Management, Inc
Advance Capital Management, Inc
University Of Michigan - Dearborn
Advance Capital Management, Inc
Little Caesars
Plymouth High School
*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 Theisen 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 Advance Capital Management Inc
Grand Rapids, MI
Southfield, MI
Dallas, TX
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
