GR
Gary D. Ryberg
KESTRA ADVISORY SERVICES
Williston, ND 58801
Some features on this profile are disabled
CRD#: 2530818
GR
Professional summary
Gary Dean Ryberg, CFP® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Williston, North Dakota and KESTRA INVESTMENT SERVICES, LLC located in Williston, North Dakota.
Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Gary has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 03/23/2016; Personal Wealth Partners, LLC; Registered Investment Advisor Hybrid; (Hybrid) Personal Wealth Partners, LLC; INV REL; AT REPORTED BUSINESS LOCATION(S); START DATE 1/19/2016; TIME SPENT 20% 2. 6/18/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 06/01/2018 - 1 Hour Per Month During Securities Trading. 3. 6/21/2018 - No Business Name - Not Investment Related - Kenmare, ND 58746 - Real Estate Rental - Started 02/01/2016 - 1 Hours Per Month/0 Hours During Securities Trading - Own a building that is part condo and part office. 4. 10/26/2018 - Personal Wealth Partners, LLC - Not Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:10/01/2018 - 200 Hours Per Month/6 Hours During Trading. Business Name: KESTRA ADVISORY SERVICES POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 11/12/2021 ADDRESS: 5707 Southwest Parkway Building 2 Ste. 400, Austin TX 78735 DESCRIPTION: Provide clients advisory business Business Name: ELKHORN FINANCIAL INC. POSITION: President NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/03/2023 ADDRESS: 125 Main St., Suite 207, Williston ND 58801 DESCRIPTION: I am going to offer long term care, life insurance and fixed annuities to my clients. Business Name: ELKHORN FINANCIAL POSITION: President NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 11/12/2021 ADDRESS: 1905 2nd Ave E, Williston ND 58801 DESCRIPTION: I will be the sole advisor to manage assets and assist clients in their overall financial planning process. Business Name: GARY RYBERG POSITION: Sole Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 11/01/2012 ADDRESS: 26 2nd St NW, Kenmare ND 58746, United States DESCRIPTION: I rent out a office/condo building that I own.
CRS (Client Relationship Summary) - RIA
Click below to view Gary Dean Ryberg's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2005
Experience
Current
November 15, 2021 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 125 Main Street Ste 207, Williston, ND 58801RIA
CRD#: 283330
Williston, ND
Current
November 12, 2021 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 125 Main St Ste 207, Williston, ND 58801BD
CRD#: 42046
Williston, ND
Past
March 22, 2016 - November 15, 2021
PERSONAL WEALTH PARTNERS LLC
RIA
CRD#: 172055
Williston, ND
Past
January 27, 2016 - November 24, 2021
LPL FINANCIAL LLC
BD
CRD#: 6413
WILLISTON, ND
Past
March 11, 2014 - September 2, 2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
FARGO, ND
Past
March 5, 2014 - September 2, 2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
FARGO, ND
Past
January 7, 2013 - December 20, 2013
CAPITAL FINANCIAL SERVICES, INC.
RIA
CRD#: 8408
KENMARE, ND
Past
January 2, 2013 - December 20, 2013
CAPITAL FINANCIAL SERVICES, INC.
BD
CRD#: 8408
KENMARE, ND
Past
January 3, 2007 - November 29, 2012
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
EDINA, MN
Past
May 25, 2006 - October 20, 2006
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
BEDFORD, TX
Past
May 25, 2006 - October 20, 2006
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
BEDFORD, TX
Past
April 16, 2001 - May 30, 2006
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Past
April 7, 2000 - January 19, 2001
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
BD
CRD#: 102920
NEW YORK, NY
Past
August 6, 1998 - April 4, 2000
AMERICAN CENTURY INVESTMENT SERVICES INC.
BD
CRD#: 17437
KANSAS CITY, MO
Past
August 23, 1994 - December 5, 1994
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(11/12/2021)
RR
Florida(1/2/2025)
RR
Illinois(8/25/2023)
RR
Minnesota(11/17/2021)
RR
Montana(11/12/2021)
RR
Nevada(11/17/2021)
RR
North Dakota(11/12/2021)
IAR
North Dakota(11/15/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
