Ryan Michaelis

B&E INVESTMENT ADVISERS

Wayzata, MN 55391-1621

Some features on this profile are disabled

CRD#: 5811550

Professional summary

Ryan Michaelis, CFP®, who also goes by Ryan Allen Michaelis, Ryan Michaelis, is a registered financial advisor currently at B&E INVESTMENT ADVISERS, INC. located in Wayzata, Minnesota and VALMARK SECURITIES, INC. located in Wayzata, Minnesota.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Ryan has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Allen Michaelis | Ryan Michaelis

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) B&E Investment Advisers, Inc; Wayzata, MN; Vice President; Provide financial planning for clients; investment related; Start Date 12/31/2021; Approximately 40+ hours per month; compensation K1 Income; paid by salary, bonuses and "S" distributions from company; 5% owner of RIA./// 2) B&E Pension Advisers, Inc., Wayzata, MN; Vice President; Work with clients and their 401k's; YES Investment Related; Start Date 12/31/2021, 5% ownership; Approximately 11-20 hrs. per month; compensated via "S" distributions from company.///

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Michaelis'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^®

Certified Financial Planner

Experience

Current

June 21, 2018 - Present

B&E INVESTMENT ADVISERS, INC.

Office #1: 282 E. Wayzata Blvd.,, Wayzata, MN 55391-1621

RIA

CRD#: 129374

Wayzata, MN

Current

May 26, 2017 - Present

VALMARK SECURITIES, INC.

Office #1: 282 East Wayzata Blvd., Wayzata, MN 55391

CRD#: 31243

Wayzata, MN

Past

May 3, 2016 - April 28, 2017

BFC PLANNING, INC.

RIA

CRD#: 119682

Maple Grove, MN

Past

November 18, 2013 - April 28, 2017

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

MAPLE GROVE, MN

Past

August 20, 2010 - November 8, 2013

PRUCO SECURITIES, LLC.

CRD#: 5685

ST. LOUIS PARK, 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.

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

Florida
(9/27/2022)

IAR

Florida
(4/3/2025)

Iowa
(3/3/2022)

Minnesota
(5/26/2017)

IAR

Minnesota
(6/21/2018)

South Carolina
(4/13/2021)

Texas
(8/8/2024)

Wisconsin
(5/3/2019)

IAR

Wisconsin
(12/4/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/18/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/11/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/7/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/19/2010

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

B&E INVESTMENT ADVISERS, INC.

CRD#: 129374 / SEC#:

Florida

Registered Investment Advisory firm - (4/3/2025 Approved)

Minnesota

Registered Investment Advisory firm - (3/30/2004 Approved)

Wisconsin

Registered Investment Advisory firm - (4/6/2004 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

282 E. Wayzata Blvd.,, Wayzata, MN 55391-1621

Mailing Address

Po Box 679, Wayzata, MN 55391-0679

Phone number

(952) 475-0440

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Chad Rusten

ELEMENT SQUARED PRIVATE WEALTH

IAR

Minneapolis, MN

Ryan Golden

WELLS FARGO CLEARING SERVICES, LLC

IAR

Crystal, MN

Janai Deitt

THRIVENT INVESTMENT MANAGEMENT INC.

IAR

McKinney, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ryan Michaelis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Michaelis's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK SECURITIES, INC.

BFC PLANNING, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/18/2016

Series 63

Date: 10/11/2010

SIE

Date: 10/1/2018

Series 7

Date: 3/7/2014

Series 6

Date: 8/19/2010

FINRA

Current Firm

B&E INVESTMENT ADVISERS, INC.

Contact information

Documents

Red Flags

Company Information

B&E INVESTMENT ADVISERS, INC.

TRUST BUT VERIFY

Similar Advisors