Ryan
Weigel

Eide Bailly Advisors, LLC

CRD#6687074
Investment Advisor
in Aberdeen, SD

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About this Advisor

Ryan Weigel is a certified financial planner who works out of Aberdeen, South Dakota who has 7 years of industry experience. Weigel is an employee of Eide Bailly Advisors, LLC. The advisor has gained experience at United Planners Financial Services, Ryan Weigel Farms, Eide Bailly Securities LLC, Midwest Credits, Inc, Eide Bailly Llp, Eide Bailly Advisors, Eide Bailly Agency and Eide Bailly Financial Services. Weigel maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Arizona, California, Colorado, Minnesota, Montana, New Hampshire, North Dakota, South Dakota, Texas and Virginia. Eide Bailly Advisors, LLC is a firm headquartered in Fargo, ND. The investment advisory business has offices in nine locations and a total of 16 people on staff. It manages $1 billion in total assets across its 2,361 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 2,361 accounts, 35% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees are based on the type of financial services. However, fees charged by Eide Bailly Advisors, LLC likely include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

24 Second Ave Sw
Aberdeen, SD 57402

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Eide Bailly Advisors, LLC Brokerage Details

Total Assets Under Management

$1,226,838,951

SD Average: $301,464,358
Total Number of Employees

16

SD Average: 16
Total Number of Accounts

2,361

SD Average: 774
Average Account Size

$519,627

SD Average: $389,489

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
  • Educational seminars/workshops

Ryan Weigel Work History

Ryan has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

United Planners Financial Services

2016 - Present (8 years)

Eide Bailly Securities LLC

2016 - Present (8 years)

Eide Bailly Advisors

2016 - Present (8 years)

Eide Bailly Agency

2016 - Present (8 years)

Eide Bailly Financial Services

2009 - Present (15 years)

Ryan Weigel Farms

2012 - 2013 (1 year)

Midwest Credits, Inc

2009 - 2018 (9 years)

Eide Bailly Llp

*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 Weigel 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 Eide Bailly Advisors, LLC

June Lonnquist
Mankato, MN
Austin Fields
Orem, UT
Alphe Springer
Walnut Creek, CA
Ryan Spaude
Fargo, ND
Matthew Cawley
Denver, CO
Jenna Johnson
Fargo, ND
Jill Klose
Fargo, ND
Ryan Weigel
Aberdeen, SD

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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