Ryan Martin

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2013 → 05/2018
  Nylife Securities Llc
  Arvada, CO
• 07/2018 → 01/2020
  Compass Bank
  Birmingham, AL
• 07/2018 → 01/2020
  Bbva Securities Inc
  Northglenn, CO
• 07/2018 → 01/2020
  Bbva Compass Insurance Agency Inc
  Austin, TX
• 08/2019 → 01/2020
  Bbva Wealth Solutions Inc.
  Northglenn, CO
• 01/2020 → 11/2023
  U.S. Bancorp Investments, Inc.
  Aurora, CO
• 11/2023 → Present
  Wells Fargo Clearing Services, Llc
  Greenwood Village, CO

Previous Registrations

• 2020-01-27 → 2023-11-10
  U.S. Bancorp Investments, Inc.
  Greenwood Village, CO
  Littleton, CO
  Lombard, IL
  Lakewood, CO
  Littleton, CO
  Littleton, CO
  Aurora, CO
  Aurora, CO
  Aurora, CO
  Aurora, CO
• 2019-10-09 → 2020-01-27
  Pnc Managed Account Solutions, Inc.
  Northglenn, CO
  Northglenn, CO
• 2012-10-26 → 2013-05-06
  Waddell & Reed
  Ft. Collins, CO

Other Businesses

RENTAL PROPERTY, INV RELATED, THORNTON, CO, 100% OWNERSHIP WITH SPOUSE, START 1/2/2024, 5 HOURS PER MONTH, ZERO HOURS DURING TRADING, CAR RENTAL VIA TURO.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-24
• S63 Uniform Securities Agent State Law Examination
  2013-01-26
• S65 Uniform Investment Adviser Law Examination
  2012-10-25

Other Names

• Ryan Martin
• Ryan Tyrus Martin