Ryan
Masterson

Northrock Partners, LLC

CRD#6176965
Investment Advisor
in Issaquah, WA

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About this Advisor

Ryan Masterson is a financial advisor based in Issaquah, Washington, working with Northrock Partners, LLC. Ryan has previously held positions at Ameriprise Financial Services, Inc, First Allied Securities, Inc, First Allied Advisory Services, Inc, Ameriprise Financial Services, LLC, and Northrock Partners. Ryan has passed the Series 66 regulatory exam and is registered to provide services in California and Washington. Currently, Ryan is part of Northrock Partners, LLC, which operates out of Issaquah, Washington. The firm has 8 offices and 154 employees. The firm manages assets totaling $5.8 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, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Northrock Partners, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Issaquah, WA

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Northrock Partners, LLC Brokerage Details

Total Assets Under Management

$5,798,819,415

WA Average: $5,289,111,388
Total Number of Employees

154

WA Average: 157
Total Number of Accounts

11,981

WA Average: 8,262
Average Account Size

$484,001

WA Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Ryan Masterson Work History

2023 - Present (1 year)

Northrock Partners

2020 - 2023 (3 years)

Ameriprise Financial Services, LLC

2019 - 2020 (1 year)

First Allied Securities, Inc

2019 - 2020 (1 year)

First Allied Advisory Services, Inc

2014 - 2019 (5 years)

Ameriprise Financial Services, Inc

Disclosures

Please visit the SEC profile of Ryan Masterson 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 Northrock Partners, LLC

Joy Wink
Minneapolis, MN
Paul Hill
Minneapolis, MN
Ryan Masterson
Issaquah, WA
Brian Kruse
Minneapolis, MN
Colton Higgins
Minneapolis, MN
Elliot Risbrudt
Minneapolis, MN
James Lund
Minneapolis, MN
Lori O'Connor
Minneapolis, MN

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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