Ryan Timothy Belding

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 12/2011 → 07/2021
  Waddell & Reed, Inc
  Clackamas, OR
• 12/2011 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Gresham, OR
• 09/2018 → 07/2021
  Paulsen & Belding Llc
  Happy Valley, OR
• 07/2021 → Present
  Lpl Financial Llc
  Clackamas, OR

Previous Registrations

• 2012-11-27 → 2021-07-21
  Waddell & Reed
  Lake Oswego, OR
  Seattle, WA
  Clackamas, OR

Other Businesses

1- 07/2021 / DBA for LPL Business (entity for LPL business) / Paulsen-Belding Wealth Management / Investment Related / Clackamas OR 97015 2- 08/2020 / PAULSEN & BELDING LLC / Business Entity For Tax/Investment Purposes Only / Non Investment Related / Damascus, OR 97089

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-08
• S63 Uniform Securities Agent State Law Examination
  2004-07-29

Other Names

• Ryan Belding