David Ashley Ragan

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2003 → 01/2026
  Grunden Financial Advisory
  Denton, TX
• 01/2026 → Present
  Allworth Financial
  Denton, TX

Previous Registrations

• 2012-03-22 → 2026-01-28
  Grunden Financial Advisory, Inc.
  Denton, TX
• 2007-06-18 → 2011-12-31
  Grunden Financial Advisory, Inc.
  Denton, TX

Other Businesses

1. ADJUNCT FINANCE PROFESSOR AT THE UNIVERSITY OF NORTH TEXAS (FIREL DEPARTMENT, 1155 UNION CIRCLE, #305339, DENTON, TX 76203). NOT INVESTMENT RELATED. NATURE OF THE BUSINESS IS HIGHER EDUCATION. RELATIONSHIP/POSITION IS AN ADJUNCT FACULTY MEMBER. START DATE WAS AUGUST 2010. NUMBER OF HRS/MO DEVOTED TO PROFESSOR RESPONSIBILITIES: 24. NUMBER OF HRS/MO. DEVOTED TO PROFESSOR RESPONSIBILITIES DURING TRADING HOURS: 0. DUTIES AS PROFESSOR: EDUCATE STUDENTS ON PERSONAL FINANCE TOPICS (BUDGETS, NET WORTH STATEMENTS, CONSUMER CREDIT, PURCHASE DECISIONS, REAL ESTATE, INSURANCE, INVESTMENTS, RETIREMENT PLANNING). 2. PROPERTY MANAGER/OWNER FOR RAGAN PROPERTY MANAGEMENT, ARGYLE TX (street address omitted due to residential address privacy), NOT INVESTMENT RELATED, NATURE OF BUSINESS IS PROPERTY MANAGER FOR 2 SHORT TERM RENTALS IN COLORADO, START DATE APRIL 2018, 10 HOURS PER MONTH (2 HOURS DURING TRADING HOURS)

Designations

• Certified Financial Planner

Other Names

• Dave Ragan
• David Ashley Ragan
• David Ragan