Howard Shannon Ryan

Employer firm

The Ryan Group Portfolio Design LLC CRD 124774

$932.7K regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
GENERAL CONSULTS, TAX PREP, AND BUSINESS CONSULTATION SERVICES

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

Current Employers

The Ryan Group Portfolio Design Llc

Harbor Springs, MI • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2026-01-02

MI RA
APPROVED

Since 2026-01-02

Branch Locations

Harbor Springs, MI • 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

Organization	City	State	From	To
Michigan Department Of Treasury	No	MI	01/2011	06/2018
The Ryan Group Portfolio Design Llc	Harbor Springs	MI	06/2013	Present

01/2011 → 06/2018

Michigan Department Of Treasury

No, MI
06/2013 → Present

The Ryan Group Portfolio Design Llc

Harbor Springs, MI

Other Businesses

Tax preparation services, sole proprietor, residential office. The time spent on this activity varies from year to year and accounts for less than 1% of registrant's time and no time during market hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-02-04

S65 Uniform Investment Adviser Law Examination

2015-02-04

View on SEC IAPD