Ryan Robertson
Advisor at My Prosper Team
Updated today
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
My Prosper Team
Location
Lehi, UT 84043
Credentials
Series 63, Series 65
Industry experience
6 years
About
Ryan Robertson is a financial advisor with My Prosper Team in Lehi, Utah, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Prosper Wealth Insurance, LLC, Sprout Financial, and Private Capital Group. He also has entrepreneurial experience with J Rob Ventures. My Prosper Team provides investment management, financial planning, and consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on individualized portfolio construction, often using ETFs and covered-call strategies, and maintains active involvement in affiliated private real estate offerings and an insurance agency.
Client services
Based on My Prosper Team
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on My Prosper Team
Options & derivatives strategies
Real estate investing
Retirement income strategy
College savings (529s, UTMA, etc.)
Fee options
Financial Planning modular fee of $1200 per module.
$0 - $12,000: Minimum annual fee of $150 Over $12,000+: 1.25% annually
Financial Planning and Consultation Services charged at $250 per hour.
Account minimum: No minimum for general clients; however, there is a minimum annual advisory fee for portfolios with $12,000 or less to initiate services. Minimum fee: Minimum annual advisory fee of $150 for portfolios $12,000 or less, invoiced at engagement and annually thereafter. Fee-only: Advisory fees only; no commissions accepted by the firm.
Location
3200 Club House Dr., Suite 125
Lehi, UT 84043
Most active in
Ryan R has reported serving >5 clients in these states in the last 12 months.
Utah
Work history
Prosper Wealth Insurance, LLC
2021 - Present (5 years)
Prosper Wealth Solutions LLC dba My Prosper Team
2020 - Present (6 years)
Sprout Residential Fund
2020 - 2021 (1 year)
Sprout Financial
2018 - 2020 (2 years)
Private Capital Group
2014 - 2017 (3 years)
J Rob Ventures
2006 - 2017 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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