Advisor at Daniel Ryan Financial LLC
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Firm
Daniel Ryan Financial LLC
Location
Holly, MI
Credentials
Series 65
Industry experience
11 years
Daniel Ryan is a financial advisor with Daniel Ryan Financial LLC, holding a Series 65 credential and 11 years of industry experience. He previously worked at Jackson Financial for eight years before founding his current independent firm. Outside of advising, he assists with a family farm’s land leasing, taxes, and insurance, and works part-time in lumber and hardware sales. Daniel Ryan Financial LLC provides portfolio management and financial planning to individuals, high-net-worth clients, and business entities, as well as consulting services for employer-sponsored retirement plans. The firm emphasizes pension consulting and participant education, managing portfolios using a combination of cyclical and fundamental analysis with modern portfolio theory.
Based on Daniel Ryan Financial LLC
Based on Daniel Ryan Financial LLC
$900 per quarter flat fee option for portfolio management and pension consulting; financial planning fees negotiable, attached as Exhibit II to agreement
$200 per hour for portfolio management, financial planning, and pension consulting services
Fee-only: $200 per hour; option for $900 per quarter flat fee (portfolio management and financial planning); pension consulting billed at $200 per hour not to exceed 2% or flat fee $900 per quarter ($3,600 annually)
Holly, MI
Michigan
Daniel Ryan Financial LLC
2022 - Present (4 years)
Jackson Financial
2014 - 2022 (8 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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