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Ryan P. Behrends

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CRD#: 6085780
RB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ryan Patrick Behrends, who also goes by Ryan P Behrends, was a registered financial professional .

Ryan is a previously registered financial professional and started their career in finance in 2012. Ryan had worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ryan P Behrends

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.
Mr. Behrends is an licensed and appointed insurance agent with various firms. When appropriate he will offer insurance products and services to his clients. He will receive usual and customary commission compensation from these activities. These activities are fully disclosed on his ADV 2B document and no advisory clients are required to purchase insurance products or services from Mr. Behrends. Synfonia House, Inc. is the alumni owned organization which manages and maintains a rental property for the use of the PMA Fraternity at Valparaiso University. Mr. Behrends is the president of this board. He makes no investment decisions and is not responsible for the financial affairs of the board. He spends 1 hr. per week on this activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

May 9, 2018 - December 31, 2023

NO BULL FINANCIAL CONSULTING

RIA
CRD#: 297049
CHICAGO, IL
Past

January 12, 2018 - May 9, 2018

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
CHICAGO, IL
Past

August 21, 2017 - January 10, 2018

SGL FINANCIAL, LLC

RIA
CRD#: 158023
Buffalo Grove, IL
Past

July 26, 2012 - December 12, 2016

COUNTRY CAPITAL MANAGEMENT COMPANY

BD
CRD#: 12060
ROCHELLE, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/11/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


NB
NO BULL FINANCIAL CONSULTING
NO BULL FINANCIAL CONSULTING | NO BULL FINANCIAL CONSULTING COMPANY

CRD#: 297049 / SEC#:

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Contact information


Main Address
Chicago, IL
Mailing Address
Phone number
(815) 212-4946
Established
Firm type
Fiscal year end
# of Employees
1

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.

Company Information


NO BULL FINANCIAL CONSULTING

CRD#: 297049

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