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RB

Ryan J. Bargfrede

THE JAMISON EDWARD GROUP
KEARNEY, MO 64060
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CRD#: 2901462
RB

Professional summary


Ryan James Bargfrede, who also goes by Ryan J Bargfrede, Ryan James Bargfrede, is a registered financial advisor currently at THE JAMISON EDWARD GROUP located in Kearney, Missouri.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Ryan has worked at 4 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ryan J Bargfrede | Ryan James Bargfrede

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.) Green Tree Heart LLC, d/b/a Integrated Financial Solutions of Kansas City; Agent / Producer; 601 NE 70th St, #101; Gladstone, MO 64118; Insurance Brokerage; Prospect/sell life insurance; 09/01/2021 2.) Brown Industrial Parts Services Inc.; Outside Sales Representative; 107 US-69, Kansas City, MO 64119; Industrial mechanical parts; Replenish existing customers material bins and monitor stockage for re-order; generate new industrial clients needing their services; 07/20/2020; During trading hours: 0 hours (GTH); 40 hours; Outside trading hours: 2-5 hours (GTH); Zero (0); 13.Percentage of total yearly compensation expected to be derived from the business: <5 % (GTH); 95+%

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ryan James Bargfrede'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®
None

Experience


Current

September 23, 2021 - Present

THE JAMISON EDWARD GROUP

Office #1: 302 S. Platte-clay Way Suite 204, Kearney, MO 64060
RIA
CRD#: 305820
KEARNEY, MO
Past

January 23, 2019 - July 14, 2020

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
GLADSTONE, MO
Past

January 23, 2019 - July 14, 2020

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
GLADSTONE, MO
Past

June 24, 2005 - October 12, 2018

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
LIBERTY, MO
Past

July 1, 2002 - October 12, 2018

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
LIBERTY, MO
Past

March 20, 1998 - July 1, 2002

LUTHERAN BROTHERHOOD SECURITIES CORP.

BD
CRD#: 4205
MINNEAPOLIS, MN

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.

Highlighted states indicate IAR registrations

IAR
Missouri
(9/23/2021)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/23/2005
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TJ
THE JAMISON EDWARD GROUP
THE JAMISON EDWARD GROUP | THE JAMISON EDWARD GROUP, LLC

CRD#: 305820 / SEC#:

Missouri
Registered Investment Advisory firm - (12/4/2019 Approved)
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Contact information


Main Address
302 S. Platte-clay Way Suite 204, Kearney, MO 64060
Mailing Address
Phone number
(816) 439-5333
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts94
AUM (Assets Under Management)$ 12,446,087

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.

Company Information


THE JAMISON EDWARD GROUP

CRD#: 305820Kearney, MO 64060

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