Ryan Thomas Mead

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2019 → 08/2019
  Menards
  Forest Lake, MN
• 04/2020 → 05/2021
  Menards
  Forest Lake, MN
• 09/2019 → 03/2020
  Green Bay Athletics
  Green Bay, WI
• 09/2018 → 05/2019
  University Of Wisconsin- Green Bay
  Green Bay, WI
• 06/2018 → 08/2018
  Acqua
  White Bear Lake, MN
• 05/2017 → 08/2017
  Brookside Bar And Grill
  Marine On St Croix, MN
• 04/2021 → 05/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 02/2021 → 05/2022
  Northwestern Mutual Investment Services Llc
  Lake Elmo, MN
• 08/2022 → Present
  Mrk Financial Solutions
  Plymouth, MN
• 07/2021 → 10/2023
  Rustic Roots Winery, Inc.
  Scandia, MN
• 09/2020 → 06/2022
  University Of Minnesota- Twin Cities
  Minneapolis, MN
• 09/2015 → 06/2018
  Forest Lake Senior High School
  Forest Lake, MN
• 09/2022 → 05/2023
  Avantax Investment Services Inc.
  Plymouth, MN
• 09/2022 → 09/2025
  Avantax Advisory Services
  Plymouth, MN
• 09/2022 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Plymouth, MN
• 03/2025 → Present
  Truplan Financial Planners
  Plymouth, MN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-06-01 → 2025-09-05
  Avantax Advisory Services
  Plymouth, MN

Other Businesses

1) MRK FINANCIAL SOLUTIONS POSITION: Financial Advisor NATURE: Offer financial advice to clients concerning retirement, investments, insurance, and other comprehensive planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2022 ADDRESS: 3020 Harbor Ln. No., Plymouth MN 55447, United States DESCRIPTION: Prepare plans for clients. Meet clients in person and virtually. Make phone calls to prospective clients. Fill out compliance forms .Assist main advisor 2) TRUPLAN FINANCIAL PLANNERS POSITION: Service Advisor NATURE: Our firm is switching names from MRK Financial Services to TruPlan Financial Advisors. We provide financial advisement to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/03/2025 ADDRESS: 3020 Harbor Ln. No., Plymouth MN 55447, United States DESCRIPTION: Meet with clients and prospects and discuss financial planning topics which include but not limited to: tax planning, investments, estate planning, behavioral finance, etc. 3) GWIZDALA & ASSOCIATES, INC POSITION: Tax Preparer NATURE: Prefilling tax returns for tax professionals. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 02/17/2025 ADDRESS: 4519 Allendale Dr, White Bear Lake MN 55127, United States DESCRIPTION: Scanning tax documents and schedules and prefilling paperwork for tax professionals to review and submit.

Exams

• S66 Uniform Combined State Law Examination
  2022-11-17

Designations

• Certified Financial Planner

Other Names

• Ryan T Mead
• Ryan Mead