Ryan
Godier

Assetmark, Inc

CRD#6758272
Investment Advisor
in Saint Charles, MO

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About this Advisor

Ryan Godier is a financial advisor based out of Saint Charles, Missouri with a total of 1 year of relevant experience. Godier currently works for Assetmark, Inc. During their career, the advisor has held roles at Edward Jones, State Farm, Dairy Queen, Outback Steakhouse, Missouri State University, Whitmoor Country Club, Stifel Nicolaus & Co Inc, Assetmark Financial Holdings, Inc and Assetmark Brokerage, LLC. Godier holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Missouri. Assetmark, Inc is a registered investment business that has its headquarters in Concord, CA. The company has offices in four locations and a total of 752 financial advisors. It manages $55 billion in total assets across its 344,691 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 1,151 charities and foundations. Of its 344,691 accounts, just 1% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Assetmark, Inc provides a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services and selection of other advisers. Fees for financial management are based on which services are provided. Fees charged by Assetmark, Inc most likely include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Saint Charles, MO

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Assetmark, Inc Brokerage Details

Total Assets Under Management

$55,215,464,971

MO Average: $7,578,581,321
Total Number of Employees

752

MO Average: 43
Total Number of Accounts

344,691

MO Average: 3,727
Average Account Size

$160,188

MO Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Pension consulting services
  • Selection of other advisers

Ryan Godier Work History

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

2022 - Present (2 years)

Assetmark Financial Holdings, Inc

2022 - Present (2 years)

Assetmark Brokerage, LLC

2018 - 2022 (4 years)

Stifel Nicolaus & Co Inc

2017 - 2017 (< 1 year)

Edward Jones

2017 - 2017 (< 1 year)

Outback Steakhouse

2016 - 2016 (< 1 year)

State Farm

2013 - 2013 (< 1 year)

Whitmoor Country Club

2012 - 2015 (3 years)

Dairy Queen

2012 - 2016 (4 years)

Missouri State University

*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 Godier 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 Assetmark, Inc

Kezia Samuel
Denver, CO
Dylan Schlott
Concord, CA
Eric Burkhardt
Concord, CA
John Browning
Concord, CA
Jacqueline Sasson
Encino, CA
Brandon Laborde
Concord, CA
Adrianna Beach
Phoenix, AZ
Jennifer Fouke
Concord, CA

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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