Ryan B. Sheffer
ADVANCE CAPITAL MANAGEMENT | Financial Adviser, Grand Rapids Office Manager
GRAND RAPIDS, MI 49546
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CRD#: 4917986
Professional summary
Ryan B Sheffer, CFP® is a registered financial advisor currently at ADVANCE CAPITAL MANAGEMENT INC located in Grand Rapids, Michigan.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Ryan has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Biography
Ryan is dedicated to helping people reach their financial goals. As a financial adviser, he takes a comprehensive approach to wealth management, incorporating all elements of his clients’ financial lives into personalized financial plans, including investment portfolio advice, retirement planning, tax strategies and saving for college.<#CR#><#CR#>Before joining Advance Capital, Ryan was employed by Merrill Lynch. He is a CERTIFIED FINANCIAL PLANNER™.<#CR#><#NL#><#CR#><#NL#>Ryan graduated from Michigan State University with a BA in Economics. He also received his MSF in Finance from Walsh College. He is a member of the Financial Planning Association and the Western Michigan Estate Planning Council.
Question & Answer
What are your service offerings?
Tax Planning
Investment Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Retirement Planning
Estate Planning
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.
Name of business: BAGGS PARTNERS, LLC; Investment Related: NO; Address: 53 EASTHAMPTON CT NE, GRAND RAPIDS, MI 49546; Nature of Business: REAL ESTATE DEVELOPMENT; Position: OWNER; Start: 01/06/2022; Hours per month: 1; Hours during trading hours: 0; Duties: REVIEW FINANCIALS, DECISIONS ON PURCHASES AND SALES. Name of business: VanSheffer Ventures; Investment Related: YES; Address: 53 Easthampton Ct NE Grand Rapids Michigan 49546; Nature of Business: Property development of of parcel of property in Byron Center MI; Duties: Provide capital; Position: OWNER; Start : 2024-12-05; Hours per month: 2; Hours during trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 1.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan B Sheffer'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: 2009
Experience
Current
January 26, 2010 - Present
ADVANCE CAPITAL MANAGEMENT INC
Office #1: 625 Kenmoor Avenue Se Suite 307, Grand Rapids, MI 49546RIA
CRD#: 110767
GRAND RAPIDS, MI
Past
December 1, 2005 - May 1, 2017
ADVANCE CAPITAL SERVICES, INC.
BD
CRD#: 19347
GRAND RAPIDS, MI
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".
AC
ADVANCE CAPITAL MANAGEMENT INC
ADVANCE CAPITAL MANAGEMENT INC
CRD#: 110767 / SEC#: 801-28092
RIA
Registered Investment Advisory firm - (10/9/1986 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.Highlighted states indicate IAR registrations
IAR
Michigan(1/26/2010)
IAR
Texas(11/11/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AC
ADVANCE CAPITAL MANAGEMENT INC
ADVANCE CAPITAL MANAGEMENT INC
CRD#: 110767 / SEC#: 801-28092
RIA
Registered Investment Advisory firm - (10/9/1986 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One Towne Square Suite 444, Southfield, MI 48076
Mailing Address
Phone number
(248) 350-8543
Established
Firm type
Fiscal year end
# of Employees
54
SEC notice filing (39 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 14,365 |
| AUM (Assets Under Management) | $ 4,504,447,556 |
Red Flags
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Company Information
ADVANCE CAPITAL MANAGEMENT INC
Financial Adviser, Grand Rapids Office ManagerCRD#: 110767Grand Rapids, MI 49546TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
