CRD: 312269
Ryan Financial Solutions, LLC
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- Custodian
- Charles Schwab & Company · Gemini Trust
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-16-2021
- Office Locations
- 1
Office Locations
About Ryan Financial Solutions, LLC
Ryan Financial Solutions is an Oregon RIA specializing in retirement planning for Oregon public servants (“Oregon’s heroes”). The firm provides plain-English financial planning, tax planning, and retirement income optimization alongside portfolio management, with client portfolios largely implemented in ETFs. Its no-cost, no-obligation client process emphasizes evaluating fit and “Sleep On It” before making decisions.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANIEL JAMES-MYRON RYAN
Chief Compliance Officer, Financial Advisor, FOUNDER, Managing Member, President
- CRD
- #6764055
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Andrew Joseph-Myron Ryan
Wealth Management Advisor
- CRD
- #7408996
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,265,438 | -- |
| Non-Discretionary | $0 | -- |
| Total | $78,265,438 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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