Ryne
Mading

Golden State Wealth Management, LLC

CRD#6688058
Investment Advisor
in Santa Ana, CA

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About this Advisor

Ryne Mading is a financial advisor operating out of Santa Ana, California with a total of 2 years of relevant experience. Mading is an employee of Golden State Wealth Management, LLC. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Rocky Mountain Bank, Bank Of America, N.A, Lpl Financial, LLC and Golden State Wealth Management, LLC. Mading maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Golden State Wealth Management, LLC is an advisory business operating out of Santa Ana, CA. It has offices in 34 locations and a total of 79 employees. It has $1 billion in assets between its 5,682 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 10 charitable organizations. Of its 5,682 customer accounts, 37% are associated with high-net-worth investors who have more than $1 million in investable assets. The company provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules largely vary depending on the financial services offered. However, fees charged by Golden State Wealth Management, LLC most likely include asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

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

Fee Structure

Percentage of Assets, Others

Office Location

201 E. Sandpointe Avenue #460
Santa Ana, CA 92707

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Golden State Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,415,233,203

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

79

CA Average: 43
Total Number of Accounts

5,682

CA Average: 3,727
Average Account Size

$249,073

CA Average: $2,033,427

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

Ryne Mading Work History

Ryne has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial, LLC

2021 - Present (3 years)

Golden State Wealth Management, LLC

2016 - 2021 (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2021 (5 years)

Bank Of America, N.A

2012 - 2016 (4 years)

Rocky Mountain 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 Ryne Mading 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 Golden State Wealth Management, LLC

Robert Fleming
San Diego, CA
Alexandre Murphy
Santa Ana, CA
Daniel Poppers
Granite Bay, CA
John Nahas
Santa Ana, CA
Ryne Mading
Santa Ana, CA
Patrick Jeffs-Catone
Santa Ana, CA
Mario Vasquez
Santa Ana, CA
Keith Martel
Calabasas, 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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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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