Ryan R. Nelson

RLN WEALTH

PLYMOUTH, MN 55447

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CRD#: 7214411

Professional summary

Ryan R Nelson, CFP® is a registered financial advisor currently at RLN WEALTH located in Plymouth, Minnesota.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Ryan has worked at 2 firms and has passed the SIE exam.

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.

Owner of rental townhouse at 6489 Regency Lane, Eden Prairie MN 55344. The rental property is an investment property. It is a passive investment and spend 0 hours per month devoted to this business during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan R Nelson'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

February 13, 2024 - Present

RLN WEALTH

Office #1: 3350 Annapolis Lane N Suite C, Plymouth, MN 55447

RIA

CRD#: 329060

PLYMOUTH, MN

Past

January 7, 2020 - August 23, 2022

BGM WEALTH MANAGEMENT

RIA

CRD#: 110483

BLOOMINGTON, 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.

Highlighted states indicate IAR registrations

IAR

Minnesota
(2/13/2024)

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

General Industry/Product Exam

SIE

Date: 2/9/2019

Securities Industry Essentials Examination

Current Firm

RLN WEALTH

RLN WEALTH | RLN WEALTH, LLC

CRD#: 329060 / SEC#:

Minnesota

Registered Investment Advisory firm - (2/13/2024 Approved)

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Contact information

Main Address

3350 Annapolis Lane N Suite C, Plymouth, MN 55447

Mailing Address

Phone number

(612) 499-1501

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	36
AUM (Assets Under Management)	$ 15,229,793

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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Ryan R. Nelson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

RLN WEALTH

BGM WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

SIE

Date: 2/9/2019

Current Firm

RLN WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RLN WEALTH

TRUST BUT VERIFY

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