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Ryan R Nelson

Rln Wealth

Plymouth, MN

CRD 7214411

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Employer firm

Rln Wealth CRD 329060

$20.1M regulatory AUM 5 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Rln Wealth

3350 Annapolis Lane N Suite C, Plymouth, MN 55447 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-02-13
  • MN RA
    APPROVED
    Since 2024-02-13

Branch Locations

3350 Annapolis Lane N Suite C, Plymouth, MN 55447 • 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
Bgm Wealth Partners Bloomington MN 05/2019 08/2022
Unemployed Plymouth MN 10/2018 05/2019
Amesbury Truth Edina MN 11/2016 09/2018
Ecolab St. Paul MN 05/2014 11/2016
Accredited Investors Wealth Management Edina MN 09/2022 02/2024
Rln Wealth, Llc Plymouth MN 02/2024 Present
  • 05/2019 → 08/2022
    Bgm Wealth Partners
    Bloomington, MN
  • 10/2018 → 05/2019
    Unemployed
    Plymouth, MN
  • 11/2016 → 09/2018
    Amesbury Truth
    Edina, MN
  • 05/2014 → 11/2016
    Ecolab
    St. Paul, MN
  • 09/2022 → 02/2024
    Accredited Investors Wealth Management
    Edina, MN
  • 02/2024 → Present
    Rln Wealth, Llc
    Plymouth, MN
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

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