Ryan Wilson, financial advisor Columbia City IN

Ryan Wilson

CRD Number: 4955717
Current Firm: Wilson Financial Advisory Services

Ryan Wilson (CRD# 4955717) is an Investment Advisor Representative working at Wilson Financial Advisory Services in Columbia City, IN and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Inc. Fairfield, IA Nov 2018 - Current 1
Wilson Holding Llc Dba Wilson Financial Advisory Services Columbia City, IN Nov 2017 - Current 2
Signator Investors, Inc. Columbia City, IN May 2016 - Nov 2017 1
Transamerica Financial Advisors, Inc. Columbia City, IN May 2005 - May 2016 11
The Hide Group LLC Sardis, MS Jan 2002 - Nov 2013 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2006
S66 NASAA Uniform Combined State Law Examination Jan 2007
Contact Info for Ryan T. Wilson
Phone Number: 260-213-4104
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $149,254
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

IN

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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