Ryan McNamara
CERTIFIED FINANCIAL PLANNER™, CLU®. AIF®
Jackson, MN; Windom, MN; Sioux Falls, SD
EXPERIENCE
- Financial and retirement planning
- Investment account management
- Life insurance coverage
EDUCATION
- 19 years of experience
- Degree in banking and finance from the Lake Area Technical Institute, Watertown, South Dakota
REGISTRATIONS AND LICENSES
- FINRA Series 24 registration held through LPL Financial — General securities principal
- FINRA Series 7 registration held through LPL Financial — General securities representative
- FINRA Series 63 registration held through LPL Financial — Uniform securities state law
- MN Producer — Life and health
CREDENTIALS
- CERTIFIED FINANCIAL PLANNER™ Professional
- CHARTERED LIFE UNDERWRITER®
- Accredited Investment Fiduciary®
COMMUNITY SERVICES
- Windom Area Hockey Association Treasurer
- Windom Area Community Foundations Board Member
- Windom Economic Development Authority
“I help my clients work towards a successful financial future by developing a detailed, personalized plan.”
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Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliates of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.