Michael
Ryan

Triton Wealth

CRD#4820322
Investment Advisor
in Aitkin, MN

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About this Advisor

Michael Ryan is a financial advisor based in Aitkin, Minnesota, working with Triton Wealth. Michael has previously held positions at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, and Triton Wealth. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Minnesota and Texas. Currently, Michael is part of Triton Wealth, which operates out of Aitkin, Minnesota. The firm has 4 employees and manages assets totaling $194.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Triton Wealth includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

312 Minnesota Ave N Suite 2004
Aitkin, MN 56431

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Triton Wealth Brokerage Details

Total Assets Under Management

$194,817,516

MN Average: $5,289,111,388
Total Number of Employees

4

MN Average: 157
Total Number of Accounts

873

MN Average: 8,262
Average Account Size

$223,159

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Michael Ryan Work History

2022 - Present (2 years)

Triton Wealth

2012 - Present (12 years)

Cambridge Investment Research, Inc

2012 - Present (12 years)

Cambridge Investment Research Advisors, Inc

Disclosures

Please visit the SEC profile of Michael Ryan 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 Triton Wealth

Michael Ryan
Aitkin, MN
Wesley Hoppe
Aitkin, MN
Jennifer Smith
Aitkin, MN

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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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.

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