Advisor at RGA Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
RGA Investment Advisors, LLC
Location
Rochester, MN
Credentials
Series 65
Industry experience
1 year
Ryan King is a financial advisor at RGA Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Pine Bluffs Capital Management and Harris Williams. Outside of his advisory role, he is a principal in a small multifamily rental real estate investment LLC. RGA Investment Advisors provides discretionary investment management and financial planning to individual, high-net-worth, and corporate clients. The firm employs a growth-at-a-reasonable-price (GARP) approach through a multi-disciplinary process and manages both separately managed accounts and private pooled funds with flexible, opportunistic mandates.
Based on RGA Investment Advisors, LLC
Financial planning services fixed fee up to $10,000 per engagement
Up to 2.00% annually (negotiable based on several factors including scope, assets, relationship)
Performance-based compensation in the form of carried interest or incentive allocation for private fund advisory services (see Fund Offering Documents)
Account minimum: $500,000 Fee-only: Wealth management fees up to 2.00% annually, paid quarterly in advance; Financial planning fees up to $10,000 fixed fee per engagement (negotiable)
Rochester, MN
Minnesota
RGA Investment Advisors
2024 - Present (2 years)
Pine Bluffs Capital Management
2019 - Present (7 years)
Harris Williams
2018 - 2019 (1 year)
Harris Williams
2017 - 2017 (1 year)
RGA Investment Advisors
2017 - 2017 (1 year)
Level One Bank
2016 - 2016 (1 year)
University of Michigan
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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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