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Ryan Matthew Freitag

Edward Jones

Green Bay, WI

CRD 4031142

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2010-04-30
  • WI RA
    APPROVED
    Since 2010-04-30

Branch Locations

520 N Broadway Suite 270, Green Bay, WI 54303-3404 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 04/2010 Present
Previous Registrations
  • 2007-07-25 → 2010-04-30
    Uvest Financial Services Group, Inc.
    Charlotte, NC
    Greenbay, WI
  • 2006-07-04 → 2007-07-24
    Vision Asset Management Inc
    Green Bay, WI
    Kewaunee, WI
    Rosemont, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-07-03
S63 Uniform Securities Agent State Law Examination 1999-10-28
  • S66 Uniform Combined State Law Examination
    2006-07-03
  • S63 Uniform Securities Agent State Law Examination
    1999-10-28
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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