Daniel C. Ryan

DANIEL RYAN FINANCIAL LLC

Holly, MI

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CRD#: 6335099

Professional summary

Daniel Charles Ryan is a registered financial advisor currently at DANIEL RYAN FINANCIAL LLC located in Holly, Michigan.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Daniel has worked at 2 firms and has passed the Series 65, SIE 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. KERTON LUMBER; NON-INVESTMENT RELATED; 1122 N SAGINAW ST, HOLLY MI 48442; LUMBER, HARDWARE; SALES ASSOCIATE/LABORER; 3/15/17; 5 HRS/MONTH; 0 HRS DURING SECURITIES TRADING HRS; CHECKING OUT CUSTOMERS, MANUAL LABOR, ANY OTHER ASSIGNED TASKS. 2. FAMILY FARM LAND/REBECCA ALEXANDER; NON-INVESTMENT RELATED, HOLLY MI 48442, SON, START DATE: 9/1/18, 2 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS, HELPING MY MOTHER, REBECCA, WITH LEASING, TAXES, AND INSURANCE OF HER LAND.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Charles Ryan'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 14, 2022 - Present

DANIEL RYAN FINANCIAL LLC

RIA

CRD#: 323029

Holly, MI

Past

April 13, 2018 - May 31, 2022

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

LANSING, MI

Past

May 29, 2014 - April 6, 2018

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

LANSING, MI

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
(9/14/2022)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/1/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/29/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DANIEL RYAN FINANCIAL LLC

CRD#: 323029 / SEC#:

Michigan

Registered Investment Advisory firm - (9/14/2022 Approved)

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Contact information

Main Address

Holly, MI

Mailing Address

Phone number

(607) 372-3105

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	15
AUM (Assets Under Management)	$ 1,268,362

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.

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Daniel C. Ryan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

DANIEL RYAN FINANCIAL LLC

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/1/2022

SIE

Date: 10/1/2018

Series 6

Date: 5/29/2014

Current Firm

DANIEL RYAN FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DANIEL RYAN FINANCIAL LLC

TRUST BUT VERIFY

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