Ryan Nielsen (CRD# 5721424) is an Investment Advisor Representative working at Private Wealth Asset Management in Omaha, NE and has over 13 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Purshe Kaplan Sterling Investments | Albany, NY | May 2022 - Current | 1 |
Private Wealth Asset Management | Cedar Rapids, IA | Aug 2021 - Current | 2 |
Royal Alliance Associates, Inc. | Cedar Rapids, IA | Nov 2018 - Aug 2021 | 2 |
Signator Investors, Inc. | Cedar Rapids, IA | May 2016 - Nov 2018 | 2 |
Transamerica Financial Advisors, Inc. | Cedar Rapids, IA | Sep 2014 - May 2016 | 1 |
Berthel Fisher & Company | Marion, IA | Sep 2013 - Sep 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2011 |
S65 | NASAA Investment Advisors Law Examination | Jan 2012 |
- IA
-
Total Assets Under Management1,608MILLIONS
-
Total Number of Accounts1,781ACCOUNTS
-
Average Account Value$902,625
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
IA, MO, NE, TX
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