Ryan Masteller (CRD# 7576075) is an Investment Advisor Representative working at Nfp Retirement Inc. in Kennebunk, ME and has 1 year of experience in the finance industry.
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6528663
Ubs Financial Services Inc.
CRD# 2072909
Charter Oak Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nfp Retirement | Aliso Viejo, CA | Jun 2022 - Current | 1 |
| Unemployed | Kennebunk, ME | May 2022 - Jun 2022 | < 1 |
| Powdr Corp. | Park City, UT | Aug 2014 - Apr 2022 | 7 |
| Chicago Golf Club | Wheaton, IL | Apr 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- ME
-
Total Assets Under Management96,454MILLIONS
-
Total Number of Accounts5,514ACCOUNTS
-
Average Account Value$17,492,654
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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