Ryan
Bodin

Vanderbilt Advisory Services

CRD#4319074
Investment Advisor
in Wayzata, MN

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About this Advisor

Ryan Bodin is a financial advisor based in Wayzata, Minnesota, working with Vanderbilt Advisory Services. Ryan has previously held positions at Raymond James Financial Services, Inc, Insurance-Non Variable, Raymond James Financial Services Advisors, Inc, Total Benefit Solutions, Inc, and Anderson Financial Services. Ryan has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Ryan is part of Vanderbilt Advisory Services, which operates out of Wayzata, Minnesota. The firm has 25 offices and 107 employees. The firm manages assets totaling $1.1 billion and 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 portfolio management for institutional clients. The fee structure at Vanderbilt Advisory Services includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

600 Twelve Oaks Center Drive, Suite 201
Wayzata, MN 55391

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Vanderbilt Advisory Services Brokerage Details

Total Assets Under Management

$1,103,544,071

MN Average: $7,464,549,021
Total Number of Employees

107

MN Average: 88
Total Number of Accounts

5,069

MN Average: 3,892
Average Account Size

$217,704

MN Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Ryan Bodin Work History

2011 - Present (13 years)

Total Benefit Solutions, Inc

2009 - Present (15 years)

Raymond James Financial Services Advisors, Inc

2008 - Present (16 years)

Insurance-Non Variable

2007 - Present (17 years)

Anderson Financial Services

2005 - Present (19 years)

Raymond James Financial Services, Inc

Disclosures

Please visit the SEC profile of Ryan Bodin 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 Vanderbilt Advisory Services

Yonatan Schreiber
Brookline, MA
Hillary Brevig
Woodbury, NY
Thomas Kelly
Woodbury, NY
Gregory Mistovich
Hudson, MA
Kerim Tulun
Warwick, NY
Ruth Arriaza
Woodbury, NY
Christopher Wolfe
Carle Place, NY
Simon Chung
Woodbury, NY

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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