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RT

Ryan J. Thelen

MFS INSTITUTIONAL ADVISORS
East Lansing, MI
Some features on this profile are disabled
CRD#: 6335810
RT

Professional summary

Ryan Joseph Thelen, who also goes by Ryan Thelen, is a registered financial advisor currently at MFS INSTITUTIONAL ADVISORS INC. located in East Lansing, Michigan and MFS FUND DISTRIBUTORS, INC. located in West Hartford, Connecticut.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Ryan has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ryan Thelen

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

April 17, 2025 - Present

MFS INSTITUTIONAL ADVISORS INC.

RIA
CRD#: 107144
East Lansing, MI
Current

March 12, 2025 - Present

MFS FUND DISTRIBUTORS, INC.

BD
CRD#: 31052
West Hartford, CT
Past

November 8, 2018 - March 4, 2025

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

RIA
CRD#: 105790
East Lansing, MI
Past

June 14, 2017 - November 8, 2018

MANULIFE INVESTMENT MANAGEMENT (US) LLC

RIA
CRD#: 106435
BOSTON, MA
Past

September 29, 2016 - March 4, 2025

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

BD
CRD#: 28262
Tempe, AZ
Past

August 12, 2014 - August 25, 2016

EDWARD JONES

RIA
CRD#: 250
BATTLE CREEK, MI
Past

July 15, 2014 - August 25, 2016

EDWARD JONES

BD
CRD#: 250
BATTLE CREEK, 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".
MI
MFS INSTITUTIONAL ADVISORS INC.
MFS INSTITUTIONAL ADVISORS INC.

CRD#: 107144 / SEC#: 801-46433

RIA
Registered Investment Advisory firm - (5/6/1994 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.
RR
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

IAR
Massachusetts
(4/17/2025)
RR
Michigan
(3/12/2025)
RR
Ohio
(3/12/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/8/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/15/2014
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/14/2019
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MI
MFS INSTITUTIONAL ADVISORS INC.
MFS INSTITUTIONAL ADVISORS INC.

CRD#: 107144 / SEC#: 801-46433

RIA
Registered Investment Advisory firm - (5/6/1994 Approved)
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Contact information

Main Address
111 Huntington Avenue, Boston, MA 02199-7618
Mailing Address
Phone number
(617) 954-5000
Established
Firm type
Fiscal year end
# of Employees
1,331

SEC notice filing (53 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MFSI BROCHURE (9/26/2025)
SUMMARY OF MATERIAL CHANGES (3/31/2025)

Regulatory assets under management

Total Number of Accounts10,260
AUM (Assets Under Management)$ 111,845,233,320

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

MFS INSTITUTIONAL ADVISORS INC.

CRD#: 107144East Lansing, MI

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