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Ryan Lewandowski
LPL Financial

Tel: 586-263-8800 Ext. 567
8770 23 Mile Road
Utica, MI 48316
LPL Financial | Financial Advisor in Utica ,MI

About Ryan Lewandowski

Ryan is a Financial Advisor providing clients investment strategy oversight, financial planning as part of a team with decades in the industry and technology supported through LPL Financial, the largest independent broker dealer* in the nation. Ryan holds FINRA Series 7 and 66 registrations through LPL Financial. He has Life/Variable Insurance license in MI. Ryan started his financial services career as an insurance agent in 2006. Due to growing success, in what were side projects, Ryan shifted into real estate investing while running a high-end personal training business for 12 years. Life transitions and opportunity brought Ryan to MSGCU Investment Services as a Financial Advisor.


About LPL Financial

Financial consultants backed by LPL Financial have become a leading source of objective guidance for accumulating and managing personal wealth.

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General Information

Firm Start Year:   2011
No. of Employees:   2-4
Insurance License#:   0404866
Name of Broker/Dealer:   LPL Financial
States Licensed in:   MI, FL
Number of Years with Current Firm:   10
Work with the following types of clients:   Individual Investors
Advisory Services Provided:   Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Wealth Management, Money Management

Services

Investment Types:   Exchange Traded Funds (ETFs), Stocks, Bonds, Alternative Investments, Annuities, Insurance, Mutual Funds
Can meet clients in the following ways:   Your Home, Our Office, Phone, Email, Your Office, Video Conference, Our Offices

Qualifications & Memberships

Insurance and Annuity Licenses:   Accident, Health, Life, Variable Life, Variable Annuity

Firm Information

Firm's Number of Clients:   800
Assets Managed by Firm:   $120,000,000
Advisor's Number of Clients:   800
Assets Managed by Advisor:   $120,000,000

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Based on Assets

Education

Bachelor of Science   Bringham Young University  - Idaho
01/01/2010-01/01/2014

Disclosures

WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf


Disclaimer

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL Financial or its licensed affiliates. Michigan Schools and Government Credit Union and MSGCU Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using MSGCU Investment Services, and may also be employees of Michigan Schools and Government Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Michigan Schools and Government Credit Union or MSGCU Investment Services. Securities and insurance offered through LPL or its affiliates are: " Not Insured by NCUA or Any Other Government Agency " Not Credit Union Guaranteed " Not Credit Union Deposits or Obligations " May Lose Value The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the following states: FL, MI, NV, VA

Compliance

Investment Advisor Representative:

Yes


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


Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM
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