Daniel J. Ryan
RYAN FINANCIAL SOLUTIONS
Tualatin, OR 97062
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CRD#: 6764055
Professional summary
Daniel James-myron Ryan, CFP® is a registered financial advisor currently at RYAN FINANCIAL SOLUTIONS, LLC located in Tualatin, Oregon.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Daniel has worked at 2 firms and has passed the Series 66, SIE and Series 7 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.
WORSHIP LEADER POSITION: Overseer of Worship Ministries NATURE: I lead music at church on Sunday mornings INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/04/2016 ADDRESS: 3818 SE 174th Ave, Portland OR 97236, United States DESCRIPTION: I lead music at church on Sunday mornings. INSURANCE POSITION: Financial Advisor NATURE: Insurance and Financial Advising INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/27/2018 ADDRESS: 29320 SW MOUNTAIN ROAD, West Linn OR 97068, United States DESCRIPTION: I am licensed to sell the following insurance products to my clients: life insurance, fixed/fixed indexed annuities, health insurance, medigap supplemental insurance, dental and vision insurance. HERON POINTE HOA TREASURER POSITION: Treasurer NATURE: I advise on the HOA Dues. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/05/2016 ADDRESS: 1447 SW 17th Ct., Gresham, OR OR 97080, United States DESCRIPTION: I help the HOA Management Company with our HOA dues. THREADBARE COFFEE LLC POSITION: Partner NATURE: Coffee Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/26/2018 ADDRESS: 10029 NW Iron Ridge Pl, North Plains OR 97133, United States DESCRIPTION: I advise my brother how he should run the company.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel James-myron 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®
CFP®
Start date: 2022
Experience
Current
April 30, 2021 - Present
RYAN FINANCIAL SOLUTIONS, LLC
Office #1: 8215 Sw Tualatin-sherwood Road Suite 200, Tualatin, OR 97062RIA
CRD#: 312269
Tualatin, OR
Past
August 10, 2018 - May 3, 2021
GWN SECURITIES INC.
RIA
CRD#: 128929
GRESHAM, OR
Past
June 29, 2018 - May 3, 2021
GWN SECURITIES INC.
BD
CRD#: 128929
WEST LINN, OR
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
Oregon(4/30/2021)
IAR
Washington(4/30/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
RF
RYAN FINANCIAL SOLUTIONS, LLC
RYAN FINANCIAL SOLUTIONS, LLC
CRD#: 312269 / SEC#:
Oregon
Registered Investment Advisory firm - (4/16/2021 Approved)Washington
Registered Investment Advisory firm - (4/30/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8215 Sw Tualatin-sherwood Road Suite 200, Tualatin, OR 97062
Mailing Address
9450 Sw Gemini Drive Pmb 57976, Beaverton, OR 97008-7105
Phone number
(971) 203-0600
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 458 |
| AUM (Assets Under Management) | $ 55,875,662 |
Red Flags
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