David
Ryan
Packerland Brokerage Services, Inc
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About this Advisor
David Ryan is a financial advisor operating in Canton, Ohio with a total of 17 years of industry experience. Ryan is an employee of Packerland Brokerage Services, Inc. They have spent their whole career at Packerland Brokerage Services, Inc. Ryan holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Arizona, California, Florida, Mississippi, North Carolina, Ohio, South Carolina and Texas. Packerland Brokerage Services, Inc is a registered investment business based out of Green Bay, WI. It has offices in 133 locations and a total of 273 employees. It has $930 million in assets under management between its 7,065 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm serves four charities and foundations. Of its 7,065 customer accounts, just 4% are held by high-net-worth investors who have more than $1 million in assets available to invest. Packerland Brokerage Services, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which services are offered. However, fees billed by Packerland Brokerage Services, Inc most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Packerland Brokerage Services, Inc Brokerage Details
$929,959,984
273
7,065
$131,629
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
David Ryan Work History
David has been registered as a financial advisor for 17 years.*
Packerland Brokerage Services, Inc
*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 David Ryan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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