Your financial goals are individual, and we can help you achieve them.
We take the time to understand whats truly important to you, whether its saving for college, retiring the way you want, making smart investments or anything else.
The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.
With the right financial advice, life can be brilliant.
We focus as a firm on the following niches: retirement planning strategies, tax planning strategies, and employee stock options.
|Firm Start Year:||2007|
|Name of Broker/Dealer:||Ameriprise|
|Name of Custodial Firm:||Ameriprise|
|States Licensed in:||All States|
|Number of Years with Current Firm:||2|
|I work with the following types of clients:||Businesses, Non-Profit Organizations, Individual Investors|
|Foreign Languages Serviced:||English|
|Advisory Services Provided:||Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning for Individuals, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting|
|Investment Types:||Stocks, Mortgages & Real Estate, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Annuities, Insurance, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via Email, Via Phone, At your office, At your home, Our Offices, Video Conference, At my office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Variable Life, Variable Annuity, Property, Long Term Care, Life, Accident, Health, Disability, Casualty, Annuity, HMO|
|Firm's Number of Clients:||1500|
|Firm's Number of Planning Clients:||280|
|Firm's Number of Managed Clients:||1500|
|Assets Managed by Firm:||815000000|
|Advisor's Number of Clients:||1500|
|Advisor's Number of Managed Clients:||1500|
|Advisor's Number of Planning Clients:||280|
|Assets Managed by Advisor:||815,000,000|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||500,000|
|Compensation Methods:||Based on Assets, Flat Fee|
|Fee % Based on Assets:||1|
|Additional Details on Charges:||The only fee charged is the management fee plus a comprehensive planning fee if you choose financial planning. We do not charge extra for ticket charges or administrative charges.|
|Minimum Fee Charged for Managed Accounts:||0|
|Minimum Fee Charged for Hourly Planning Accounts:||0|
|Bachelors - Economics||
Yale University - New Haven
Ameriprise financial advisors are individually registered to do business only in certain U.S. states. Please refer to an advisors personal website, for additional details. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2005-2021 Ameriprise Financial, Inc. All rights reserved. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
We provide personalized financial advice to help you make it through today's challenges and stay focused on tomorrow's goals.
It's our honor to share that Ameriprise earned a 2021 Hearts & Wallets Top Performer™ recognition in:
As a firm, we learned how to build diversified portfolios based on the risk parameters required from a variety of different firms. At CWM, we use the combined experience of over 100 years to use asset allocation to effectively minimize risk, protect principal, and drive returns based on various risk profiles. We determine the strengths, weaknesses, threats, and opportunities regarding the assets and their performance and make an optimum choice so as to maximize the returns from the pool of assets.
The key to successful 401K rollovers is for the advisor to become intimately aware of the client's employers process and ensure a smooth transition. At CWM, we do the legwork and have a seamless process to make sure the rollover is successful and with few headaches for the client.
Retirement planning is the process of determining retirement income goals, and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, sizing up expenses, implementing a savings program, and managing assets and risk. At CWM, we embrace retirement planning.
Ryan Joelson CFA, CFP, CMFC, CPA, CRPC
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 4:00 PM|
Barron's Top 1200 Advisors State - '17, '18, '20
Barron's Top Advisors by State
Financial Times Top 400 Advisor - 2018-2020
Financial Times Top 400 Advisors in the Country
Forbes Best-in-State Wealth Advisors - 2018-2020
Forbes Ranking of Best Advisors in the Country
Chairman's Advisory Council - Ameriprise Top Adv
Top 90 Advisors at Ameriprise, 2017-2020